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
1726
$27K ﹤0.01%
+2,000
1727
$27K ﹤0.01%
+1,457
1728
$27K ﹤0.01%
+3,250
1729
$27K ﹤0.01%
+4,290
1730
$27K ﹤0.01%
+406
1731
$27K ﹤0.01%
+406
1732
$27K ﹤0.01%
+3,000
1733
$27K ﹤0.01%
+2,058
1734
$27K ﹤0.01%
+2,000
1735
$26K ﹤0.01%
+228
1736
$26K ﹤0.01%
+2,543
1737
$26K ﹤0.01%
+1,363
1738
$26K ﹤0.01%
+2,809
1739
$26K ﹤0.01%
+900
1740
$26K ﹤0.01%
+1,626
1741
$26K ﹤0.01%
+2,300
1742
$26K ﹤0.01%
+500
1743
$26K ﹤0.01%
+150
1744
$26K ﹤0.01%
+4,070
1745
$26K ﹤0.01%
+600
1746
$26K ﹤0.01%
+493
1747
$26K ﹤0.01%
+923
1748
$26K ﹤0.01%
+1,930
1749
$26K ﹤0.01%
+1,767
1750
$26K ﹤0.01%
+2,000
68 69
70
71 72