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
1476
$41K ﹤0.01%
+830
1477
$41K ﹤0.01%
+407
1478
$41K ﹤0.01%
+1,996
1479
$41K ﹤0.01%
+1,942
1480
$41K ﹤0.01%
+640
1481
$40K ﹤0.01%
+739
1482
$40K ﹤0.01%
+3,372
1483
$40K ﹤0.01%
+1,573
1484
$40K ﹤0.01%
+419
1485
$40K ﹤0.01%
+711
1486
$40K ﹤0.01%
+2,405
1487
$40K ﹤0.01%
+1,188
1488
$40K ﹤0.01%
+3,491
1489
$40K ﹤0.01%
+2,150
1490
$40K ﹤0.01%
+1,005
1491
$40K ﹤0.01%
+154
1492
$39K ﹤0.01%
+1,000
1493
$39K ﹤0.01%
+1,212
1494
$39K ﹤0.01%
+2,000
1495
$39K ﹤0.01%
+209
1496
$39K ﹤0.01%
+4,598
1497
$39K ﹤0.01%
+2,117
1498
$39K ﹤0.01%
+3,060
1499
$39K ﹤0.01%
+1,333
1500
$39K ﹤0.01%
+650
58 59
60
61 62