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
1676
$29K ﹤0.01%
+419
1677
$29K ﹤0.01%
+413
1678
$29K ﹤0.01%
+61
1679
$29K ﹤0.01%
+1,108
1680
$29K ﹤0.01%
+1,090
1681
$29K ﹤0.01%
+5,290
1682
$29K ﹤0.01%
+953
1683
$29K ﹤0.01%
+600
1684
$29K ﹤0.01%
+578
1685
$29K ﹤0.01%
+600
1686
$29K ﹤0.01%
+2,668
1687
$29K ﹤0.01%
+931
1688
$29K ﹤0.01%
+978
1689
$28K ﹤0.01%
+940
1690
$28K ﹤0.01%
+1,054
1691
$28K ﹤0.01%
+434
1692
$28K ﹤0.01%
+2,091
1693
$28K ﹤0.01%
+450
1694
$28K ﹤0.01%
+1,600
1695
$28K ﹤0.01%
+806
1696
$28K ﹤0.01%
+200
1697
$28K ﹤0.01%
+719
1698
$28K ﹤0.01%
+700
1699
$28K ﹤0.01%
+1,036
1700
$28K ﹤0.01%
+2,000
66 67
68
69 70