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
1701
$28K ﹤0.01%
+429
1702
$28K ﹤0.01%
+5
1703
$28K ﹤0.01%
+1,408
1704
$28K ﹤0.01%
+900
1705
$28K ﹤0.01%
+600
1706
$28K ﹤0.01%
+7,144
1707
$28K ﹤0.01%
+2,125
1708
$28K ﹤0.01%
+13,150
1709
$28K ﹤0.01%
+334
1710
$28K ﹤0.01%
+1,000
1711
$28K ﹤0.01%
+21
1712
$28K ﹤0.01%
+1,115
1713
$27K ﹤0.01%
+1,017
1714
$27K ﹤0.01%
+542
1715
$27K ﹤0.01%
+400
1716
$27K ﹤0.01%
+650
1717
$27K ﹤0.01%
+1,459
1718
$27K ﹤0.01%
+2,000
1719
$27K ﹤0.01%
+532
1720
$27K ﹤0.01%
+2,277
1721
$27K ﹤0.01%
+1,015
1722
$27K ﹤0.01%
+639
1723
$27K ﹤0.01%
+449
1724
$27K ﹤0.01%
+5,661
1725
$27K ﹤0.01%
+88
67 68
69
70 71