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
1426
$45K ﹤0.01%
+573
1427
$45K ﹤0.01%
+1,125
1428
$45K ﹤0.01%
+3,727
1429
$45K ﹤0.01%
+3,968
1430
$45K ﹤0.01%
+3,224
1431
$45K ﹤0.01%
+570
1432
$45K ﹤0.01%
+193
1433
$45K ﹤0.01%
+2,385
1434
$45K ﹤0.01%
+3,731
1435
$44K ﹤0.01%
+4,528
1436
$44K ﹤0.01%
+5,325
1437
$44K ﹤0.01%
+423
1438
$44K ﹤0.01%
+2,095
1439
$44K ﹤0.01%
+909
1440
$44K ﹤0.01%
+1,737
1441
$43K ﹤0.01%
+2,450
1442
$43K ﹤0.01%
+864
1443
$43K ﹤0.01%
+671
1444
$43K ﹤0.01%
+3,055
1445
$43K ﹤0.01%
+2,909
1446
$43K ﹤0.01%
+1,333
1447
$43K ﹤0.01%
+3,313
1448
$43K ﹤0.01%
+2,025
1449
$43K ﹤0.01%
+1,900
1450
$43K ﹤0.01%
+2,000
56 57
58
59 60