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
126
$2.13M 0.05%
+22,870
127
$2.12M 0.05%
+24,484
128
$2.08M 0.05%
+24,322
129
$2.05M 0.05%
+35,714
130
$2.04M 0.05%
+35,660
131
$2.04M 0.05%
+40,817
132
$1.98M 0.05%
+64,800
133
$1.97M 0.05%
+85,552
134
$1.96M 0.05%
+19,057
135
$1.93M 0.04%
+32,804
136
$1.92M 0.04%
+2,083
137
$1.92M 0.04%
+31,077
138
$1.91M 0.04%
+66,921
139
$1.88M 0.04%
+64,125
140
$1.87M 0.04%
+45,796
141
$1.83M 0.04%
+18,840
142
$1.82M 0.04%
+143,750
143
$1.82M 0.04%
+53,376
144
$1.82M 0.04%
+16,215
145
$1.79M 0.04%
+54,014
146
$1.78M 0.04%
+625,834
147
$1.78M 0.04%
+115,007
148
$1.76M 0.04%
+21,788
149
$1.76M 0.04%
+46,709
150
$1.75M 0.04%
+23,116
4 5
6
7 8