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
151
$1.74M 0.04%
+83,168
152
$1.73M 0.04%
+121,359
153
$1.71M 0.04%
+11,487
154
$1.69M 0.04%
+71,719
155
$1.69M 0.04%
+17,881
156
$1.69M 0.04%
+37,136
157
$1.68M 0.04%
+15,151
158
$1.67M 0.04%
+26,091
159
$1.65M 0.04%
+57,389
160
$1.65M 0.04%
+26,747
161
$1.64M 0.04%
+118,120
162
$1.64M 0.04%
+40,538
163
$1.61M 0.04%
+19,227
164
$1.58M 0.04%
+23,912
165
$1.55M 0.04%
+37,194
166
$1.55M 0.04%
+21,288
167
$1.55M 0.04%
+26,473
168
$1.54M 0.04%
+21,470
169
$1.54M 0.04%
+28,224
170
$1.53M 0.04%
+65,200
171
$1.52M 0.04%
+49,685
172
$1.49M 0.03%
+25,870
173
$1.48M 0.03%
+21,507
174
$1.48M 0.03%
+42,434
175
$1.48M 0.03%
+28,723
5 6
7
8 9