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
1501
$39K ﹤0.01%
+5,177
1502
$39K ﹤0.01%
+45
1503
$39K ﹤0.01%
+3,322
1504
$39K ﹤0.01%
+3,903
1505
$38K ﹤0.01%
+4,844
1506
$38K ﹤0.01%
+468
1507
$38K ﹤0.01%
+1,117
1508
$38K ﹤0.01%
+1,077
1509
$38K ﹤0.01%
+2,964
1510
$38K ﹤0.01%
+2,183
1511
$38K ﹤0.01%
+4,055
1512
$38K ﹤0.01%
+1,278
1513
$38K ﹤0.01%
+624
1514
$38K ﹤0.01%
+2,136
1515
$38K ﹤0.01%
+2,218
1516
$38K ﹤0.01%
+2,429
1517
$38K ﹤0.01%
+2,640
1518
$38K ﹤0.01%
+3,000
1519
$38K ﹤0.01%
+2,294
1520
$38K ﹤0.01%
+850
1521
$37K ﹤0.01%
+1,098
1522
$37K ﹤0.01%
+3,759
1523
$37K ﹤0.01%
+2,000
1524
$37K ﹤0.01%
+2,500
1525
$37K ﹤0.01%
+8,878
59 60
61
62 63