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
1626
$32K ﹤0.01%
+2,650
1627
$32K ﹤0.01%
+4,171
1628
$32K ﹤0.01%
+1,500
1629
$32K ﹤0.01%
+205
1630
$32K ﹤0.01%
+1,300
1631
$32K ﹤0.01%
+644
1632
$32K ﹤0.01%
+2,208
1633
$32K ﹤0.01%
+2,224
1634
$32K ﹤0.01%
+1,132
1635
$32K ﹤0.01%
+5,473
1636
$32K ﹤0.01%
+637
1637
$31K ﹤0.01%
+1,010
1638
$31K ﹤0.01%
+1,490
1639
$31K ﹤0.01%
+1,253
1640
$31K ﹤0.01%
+882
1641
$31K ﹤0.01%
+433
1642
$31K ﹤0.01%
+1,000
1643
$31K ﹤0.01%
+138
1644
$31K ﹤0.01%
+1,200
1645
$31K ﹤0.01%
+369
1646
$31K ﹤0.01%
+1,111
1647
$31K ﹤0.01%
+1,600
1648
$31K ﹤0.01%
+2,500
1649
$31K ﹤0.01%
+3,337
1650
$31K ﹤0.01%
+900
64 65
66
67 68