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
1476
$41K ﹤0.01%
+1,996
1477
$41K ﹤0.01%
+1,942
1478
$41K ﹤0.01%
+640
1479
$41K ﹤0.01%
+1,285
1480
$41K ﹤0.01%
+1,200
1481
$40K ﹤0.01%
+2,405
1482
$40K ﹤0.01%
+1,188
1483
$40K ﹤0.01%
+3,491
1484
$40K ﹤0.01%
+2,150
1485
$40K ﹤0.01%
+1,005
1486
$40K ﹤0.01%
+1,536
1487
$40K ﹤0.01%
+739
1488
$40K ﹤0.01%
+3,372
1489
$40K ﹤0.01%
+1,573
1490
$40K ﹤0.01%
+419
1491
$40K ﹤0.01%
+711
1492
$39K ﹤0.01%
+1,212
1493
$39K ﹤0.01%
+2,000
1494
$39K ﹤0.01%
+209
1495
$39K ﹤0.01%
+4,598
1496
$39K ﹤0.01%
+2,117
1497
$39K ﹤0.01%
+3,060
1498
$39K ﹤0.01%
+1,333
1499
$39K ﹤0.01%
+650
1500
$39K ﹤0.01%
+5,177
58 59
60
61 62