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
1826
$23K ﹤0.01%
+1,070
1827
$23K ﹤0.01%
+250
1828
$23K ﹤0.01%
+2,740
1829
$23K ﹤0.01%
+897
1830
$22K ﹤0.01%
+1,004
1831
$22K ﹤0.01%
+1,000
1832
– –
0
1833
$22K ﹤0.01%
+352
1834
$22K ﹤0.01%
+2,000
1835
$22K ﹤0.01%
+3,300
1836
$22K ﹤0.01%
+408
1837
$22K ﹤0.01%
+1,549
1838
$22K ﹤0.01%
+833
1839
$22K ﹤0.01%
+953
1840
$22K ﹤0.01%
+1,485
1841
$22K ﹤0.01%
+3,680
1842
$22K ﹤0.01%
+1,734
1843
$22K ﹤0.01%
+996
1844
$22K ﹤0.01%
+1,076
1845
$22K ﹤0.01%
+400
1846
$22K ﹤0.01%
+406
1847
$22K ﹤0.01%
+1,040
1848
$22K ﹤0.01%
+2,822
1849
$22K ﹤0.01%
+568
1850
$22K ﹤0.01%
+1,800
72 73
74
75 76