Creative Planning

Creative Planning Portfolio holdings

AUM $131B
1-Year Est. Return 14.18%
This Quarter Est. Return
1 Year Est. Return
+14.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.3B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,220
New
Increased
Reduced
Closed

Top Buys

1
+$360M
2
+$357M
3
+$265M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$253M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$247M

Top Sells

No sells this quarter

Sector Composition

1 Energy 6.64%
2 Financials 4.54%
3 Technology 2.95%
4 Healthcare 2.04%
5 Industrials 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
$47K ﹤0.01%
+1,341
1402
$47K ﹤0.01%
+1,324
1403
$47K ﹤0.01%
+3,200
1404
$47K ﹤0.01%
+1,642
1405
$47K ﹤0.01%
+1,971
1406
$47K ﹤0.01%
+3,000
1407
$47K ﹤0.01%
+426
1408
$47K ﹤0.01%
+1,232
1409
$47K ﹤0.01%
+2,833
1410
$47K ﹤0.01%
+1,900
1411
$47K ﹤0.01%
+1,535
1412
$47K ﹤0.01%
+7,400
1413
$47K ﹤0.01%
+729
1414
$47K ﹤0.01%
+735
1415
$46K ﹤0.01%
+3,335
1416
$46K ﹤0.01%
+3,040
1417
$46K ﹤0.01%
+1,156
1418
$46K ﹤0.01%
+3,039
1419
$46K ﹤0.01%
+1,301
1420
$46K ﹤0.01%
+3,117
1421
$46K ﹤0.01%
+22,000
1422
$46K ﹤0.01%
+2,210
1423
$46K ﹤0.01%
+3,063
1424
$46K ﹤0.01%
+855
1425
$46K ﹤0.01%
+1,018
55 56
57
58 59