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
1601
$33K ﹤0.01%
+3,833
1602
$33K ﹤0.01%
+2,496
1603
$33K ﹤0.01%
+710
1604
$33K ﹤0.01%
+755
1605
$33K ﹤0.01%
+1,522
1606
$33K ﹤0.01%
+819
1607
$33K ﹤0.01%
+3,528
1608
$33K ﹤0.01%
+926
1609
$33K ﹤0.01%
+7
1610
$33K ﹤0.01%
+2,564
1611
$33K ﹤0.01%
+8,500
1612
$33K ﹤0.01%
+447
1613
$33K ﹤0.01%
+480
1614
$33K ﹤0.01%
+2,514
1615
$32K ﹤0.01%
+2,059
1616
$32K ﹤0.01%
+2,185
1617
$32K ﹤0.01%
+5,293
1618
$32K ﹤0.01%
+1,192
1619
$32K ﹤0.01%
+755
1620
$32K ﹤0.01%
+1,040
1621
$32K ﹤0.01%
+1,696
1622
$32K ﹤0.01%
+3,485
1623
$32K ﹤0.01%
+1,307
1624
$32K ﹤0.01%
+861
1625
$32K ﹤0.01%
+845
63 64
65
66 67