Creative Planning

Creative Planning Portfolio holdings

AUM $140B
1-Year Est. Return 18.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
+$377M
2
+$358M
3
+$267M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$267M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$252M

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 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$42K ﹤0.01%
+492
1452
$42K ﹤0.01%
+3,937
1453
$42K ﹤0.01%
+1,685
1454
$42K ﹤0.01%
+987
1455
$42K ﹤0.01%
+1,950
1456
$42K ﹤0.01%
+699
1457
$42K ﹤0.01%
+1,109
1458
$42K ﹤0.01%
+696
1459
$42K ﹤0.01%
+2,462
1460
$42K ﹤0.01%
+575
1461
$42K ﹤0.01%
+3,806
1462
$42K ﹤0.01%
+444
1463
$42K ﹤0.01%
+550
1464
$42K ﹤0.01%
+1,697
1465
$42K ﹤0.01%
+3,346
1466
$42K ﹤0.01%
+8,902
1467
$41K ﹤0.01%
+1,285
1468
$41K ﹤0.01%
+1,200
1469
$41K ﹤0.01%
+811
1470
$41K ﹤0.01%
+1,192
1471
$41K ﹤0.01%
+1,105
1472
$41K ﹤0.01%
+1,600
1473
$41K ﹤0.01%
+1,500
1474
$41K ﹤0.01%
+3,050
1475
$41K ﹤0.01%
+150
57 58
59
60 61