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
1551
– –
0
1552
$36K ﹤0.01%
+907
1553
$36K ﹤0.01%
+400
1554
$36K ﹤0.01%
+1,500
1555
$36K ﹤0.01%
+2,153
1556
$36K ﹤0.01%
+1,250
1557
$36K ﹤0.01%
+738
1558
$35K ﹤0.01%
+2,200
1559
$35K ﹤0.01%
+1,050
1560
$35K ﹤0.01%
+703
1561
$35K ﹤0.01%
+599
1562
$35K ﹤0.01%
+1,524
1563
$35K ﹤0.01%
+2,000
1564
$35K ﹤0.01%
+6,000
1565
$35K ﹤0.01%
+1,500
1566
$35K ﹤0.01%
+569
1567
$35K ﹤0.01%
+3,150
1568
$35K ﹤0.01%
+1,480
1569
$35K ﹤0.01%
+1,351
1570
$35K ﹤0.01%
+600
1571
$35K ﹤0.01%
+400
1572
$35K ﹤0.01%
+1,059
1573
$35K ﹤0.01%
+728
1574
$35K ﹤0.01%
+1,373
1575
$35K ﹤0.01%
+10,100
61 62
63
64 65