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
1576
$35K ﹤0.01%
+4,471
1577
$35K ﹤0.01%
+814
1578
$35K ﹤0.01%
+6,500
1579
$34K ﹤0.01%
+1,058
1580
$34K ﹤0.01%
+5,960
1581
$34K ﹤0.01%
+799
1582
$34K ﹤0.01%
+616
1583
$34K ﹤0.01%
+1,986
1584
$34K ﹤0.01%
+3,391
1585
$34K ﹤0.01%
+1,013
1586
$34K ﹤0.01%
+1,200
1587
$34K ﹤0.01%
+1,240
1588
$34K ﹤0.01%
+1,500
1589
$34K ﹤0.01%
+1,400
1590
$34K ﹤0.01%
+491
1591
$34K ﹤0.01%
+1,029
1592
$34K ﹤0.01%
+2,459
1593
$34K ﹤0.01%
+1,000
1594
$33K ﹤0.01%
+2,052
1595
$33K ﹤0.01%
+1,475
1596
$33K ﹤0.01%
+826
1597
$33K ﹤0.01%
+7,667
1598
$33K ﹤0.01%
+2,000
1599
$33K ﹤0.01%
+3,000
1600
$33K ﹤0.01%
+1,867
62 63
64
65 66