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
1801
$24K ﹤0.01%
+476
1802
$24K ﹤0.01%
+1,000
1803
$24K ﹤0.01%
+1,680
1804
$23K ﹤0.01%
+3
1805
$23K ﹤0.01%
+791
1806
$23K ﹤0.01%
+2,096
1807
$23K ﹤0.01%
+1,208
1808
$23K ﹤0.01%
+6
1809
$23K ﹤0.01%
+509
1810
$23K ﹤0.01%
+1,800
1811
$23K ﹤0.01%
+50
1812
$23K ﹤0.01%
+1,029
1813
$23K ﹤0.01%
+598
1814
$23K ﹤0.01%
+986
1815
$23K ﹤0.01%
+190
1816
$23K ﹤0.01%
+550
1817
$23K ﹤0.01%
+2,593
1818
$23K ﹤0.01%
+370
1819
$23K ﹤0.01%
+350
1820
$23K ﹤0.01%
+344
1821
$23K ﹤0.01%
+750
1822
$23K ﹤0.01%
+970
1823
$23K ﹤0.01%
+500
1824
$23K ﹤0.01%
+3,900
1825
$23K ﹤0.01%
+1,695
71 72
73
74 75