Creative Planning

Creative Planning Portfolio holdings

AUM $147B
1-Year Est. Return 18.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.77%
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
+$377M
2
+$358M
3
+$267M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$267M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$252M

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 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1776
$25K ﹤0.01%
+2,008
1777
$25K ﹤0.01%
+2,300
1778
$25K ﹤0.01%
+681
1779
$25K ﹤0.01%
+1,205
1780
$25K ﹤0.01%
+685
1781
$25K ﹤0.01%
+787
1782
$25K ﹤0.01%
+284
1783
$25K ﹤0.01%
+105
1784
$25K ﹤0.01%
+1,935
1785
$25K ﹤0.01%
+1,000
1786
$24K ﹤0.01%
+1,200
1787
$24K ﹤0.01%
+389
1788
$24K ﹤0.01%
+632
1789
$24K ﹤0.01%
+500
1790
$24K ﹤0.01%
+3,835
1791
$24K ﹤0.01%
+313
1792
$24K ﹤0.01%
+12,879
1793
$24K ﹤0.01%
+510
1794
$24K ﹤0.01%
+1,000
1795
$24K ﹤0.01%
+900
1796
$24K ﹤0.01%
+630
1797
$24K ﹤0.01%
+1,305
1798
$24K ﹤0.01%
+1,700
1799
$24K ﹤0.01%
+829
1800
$24K ﹤0.01%
+1,670
70 71
72
73 74