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
1651
$31K ﹤0.01%
+2,875
1652
$31K ﹤0.01%
+2,024
1653
$30K ﹤0.01%
+1,000
1654
$30K ﹤0.01%
+323
1655
$30K ﹤0.01%
+453
1656
$30K ﹤0.01%
+531
1657
$30K ﹤0.01%
+1,472
1658
$30K ﹤0.01%
+6,105
1659
$30K ﹤0.01%
+578
1660
$30K ﹤0.01%
+1,200
1661
$30K ﹤0.01%
+5,120
1662
$30K ﹤0.01%
+2,132
1663
$30K ﹤0.01%
+275
1664
$30K ﹤0.01%
+538
1665
$30K ﹤0.01%
+3,500
1666
$30K ﹤0.01%
+416
1667
$30K ﹤0.01%
+1,500
1668
$30K ﹤0.01%
+2,646
1669
$30K ﹤0.01%
+3,890
1670
$29K ﹤0.01%
+1,162
1671
$29K ﹤0.01%
+2,000
1672
$29K ﹤0.01%
+1,063
1673
$29K ﹤0.01%
+1,017
1674
$29K ﹤0.01%
+1,128
1675
$29K ﹤0.01%
+2,189
65 66
67
68 69