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