Creative Planning

Creative Planning Portfolio holdings

AUM $140B
1-Year Est. Return 18.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
1826
$23K ﹤0.01%
+897
1827
$23K ﹤0.01%
+970
1828
$23K ﹤0.01%
+791
1829
$23K ﹤0.01%
+2,096
1830
$22K ﹤0.01%
+996
1831
$22K ﹤0.01%
+1,076
1832
$22K ﹤0.01%
+400
1833
$22K ﹤0.01%
+700
1834
$22K ﹤0.01%
+1,555
1835
$22K ﹤0.01%
+352
1836
$22K ﹤0.01%
+2,000
1837
$22K ﹤0.01%
+3,300
1838
$22K ﹤0.01%
+1,004
1839
$22K ﹤0.01%
+408
1840
$22K ﹤0.01%
+1,549
1841
$22K ﹤0.01%
+833
1842
$22K ﹤0.01%
+953
1843
$22K ﹤0.01%
+1,485
1844
$22K ﹤0.01%
+3,680
1845
$22K ﹤0.01%
+1,734
1846
$22K ﹤0.01%
+406
1847
$22K ﹤0.01%
+1,040
1848
$22K ﹤0.01%
+2,822
1849
$22K ﹤0.01%
+1,000
1850
– –
0
72 73
74
75 76