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
1851
$22K ﹤0.01%
+568
1852
$22K ﹤0.01%
+1,800
1853
$22K ﹤0.01%
+1,050
1854
$22K ﹤0.01%
+1,500
1855
$22K ﹤0.01%
+247
1856
$22K ﹤0.01%
+1,000
1857
$22K ﹤0.01%
+894
1858
$21K ﹤0.01%
+1,000
1859
$21K ﹤0.01%
+1,802
1860
$21K ﹤0.01%
+623
1861
$21K ﹤0.01%
+560
1862
$21K ﹤0.01%
+1,484
1863
$21K ﹤0.01%
+658
1864
$21K ﹤0.01%
+836
1865
$21K ﹤0.01%
+1,600
1866
$21K ﹤0.01%
+105
1867
$21K ﹤0.01%
+684
1868
$21K ﹤0.01%
+81
1869
$21K ﹤0.01%
+350
1870
$21K ﹤0.01%
+1,585
1871
$21K ﹤0.01%
+1,216
1872
$21K ﹤0.01%
+773
1873
$21K ﹤0.01%
+1,850
1874
$21K ﹤0.01%
+507
1875
$21K ﹤0.01%
+313
73 74
75
76 77