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
1526
$37K ﹤0.01%
+3,759
1527
$37K ﹤0.01%
+511
1528
$37K ﹤0.01%
+1,009
1529
$37K ﹤0.01%
+7,200
1530
$37K ﹤0.01%
+1,034
1531
$37K ﹤0.01%
+436
1532
$37K ﹤0.01%
+1,675
1533
$37K ﹤0.01%
+1,460
1534
$37K ﹤0.01%
+1,220
1535
$37K ﹤0.01%
+400
1536
$37K ﹤0.01%
+2,183
1537
$37K ﹤0.01%
+2,771
1538
$37K ﹤0.01%
+10,000
1539
$36K ﹤0.01%
+2,115
1540
$36K ﹤0.01%
+1,500
1541
$36K ﹤0.01%
+666
1542
$36K ﹤0.01%
+225
1543
$36K ﹤0.01%
+1,989
1544
$36K ﹤0.01%
+1,349
1545
$36K ﹤0.01%
+504
1546
$36K ﹤0.01%
+1,195
1547
$36K ﹤0.01%
+1,138
1548
$36K ﹤0.01%
+500
1549
$36K ﹤0.01%
+2,074
1550
$36K ﹤0.01%
+4,387
60 61
62
63 64