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
1751
$26K ﹤0.01%
+2,000
1752
$26K ﹤0.01%
+3,700
1753
$26K ﹤0.01%
+1,177
1754
$26K ﹤0.01%
+351
1755
$26K ﹤0.01%
+630
1756
$26K ﹤0.01%
+46
1757
$26K ﹤0.01%
+406
1758
$26K ﹤0.01%
+1,000
1759
$25K ﹤0.01%
+1,334
1760
$25K ﹤0.01%
+4,296
1761
$25K ﹤0.01%
+1,935
1762
$25K ﹤0.01%
+1,116
1763
$25K ﹤0.01%
+1,189
1764
$25K ﹤0.01%
+820
1765
$25K ﹤0.01%
+2,008
1766
$25K ﹤0.01%
+2,300
1767
$25K ﹤0.01%
+1,000
1768
$25K ﹤0.01%
+500
1769
$25K ﹤0.01%
+1,047
1770
$25K ﹤0.01%
+1,000
1771
$25K ﹤0.01%
+642
1772
$25K ﹤0.01%
+500
1773
$25K ﹤0.01%
+105
1774
$25K ﹤0.01%
+2,100
1775
$25K ﹤0.01%
+780
69 70
71
72 73