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
1451
$42K ﹤0.01%
+987
1452
$42K ﹤0.01%
+1,950
1453
$42K ﹤0.01%
+699
1454
$42K ﹤0.01%
+1,109
1455
$42K ﹤0.01%
+696
1456
$42K ﹤0.01%
+2,462
1457
$42K ﹤0.01%
+575
1458
$42K ﹤0.01%
+3,346
1459
$42K ﹤0.01%
+8,902
1460
$42K ﹤0.01%
+3,806
1461
$42K ﹤0.01%
+492
1462
$42K ﹤0.01%
+3,937
1463
$42K ﹤0.01%
+1,685
1464
$42K ﹤0.01%
+444
1465
$42K ﹤0.01%
+550
1466
$42K ﹤0.01%
+1,697
1467
$41K ﹤0.01%
+150
1468
$41K ﹤0.01%
+811
1469
$41K ﹤0.01%
+1,192
1470
$41K ﹤0.01%
+1,105
1471
$41K ﹤0.01%
+1,600
1472
$41K ﹤0.01%
+1,500
1473
$41K ﹤0.01%
+3,050
1474
$41K ﹤0.01%
+830
1475
$41K ﹤0.01%
+407
57 58
59
60 61