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
1851
$22K ﹤0.01%
+1,050
1852
$22K ﹤0.01%
+1,500
1853
$22K ﹤0.01%
+700
1854
$22K ﹤0.01%
+1,555
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%
+1,023
1860
$21K ﹤0.01%
+521
1861
$21K ﹤0.01%
+1,802
1862
$21K ﹤0.01%
+623
1863
$21K ﹤0.01%
+560
1864
$21K ﹤0.01%
+1,484
1865
$21K ﹤0.01%
+658
1866
$21K ﹤0.01%
+836
1867
$21K ﹤0.01%
+1,600
1868
$21K ﹤0.01%
+105
1869
$21K ﹤0.01%
+684
1870
$21K ﹤0.01%
+81
1871
$21K ﹤0.01%
+350
1872
$21K ﹤0.01%
+1,585
1873
$21K ﹤0.01%
+1,216
1874
$21K ﹤0.01%
+773
1875
$21K ﹤0.01%
+1,850
73 74
75
76 77