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
1876
$21K ﹤0.01%
+507
1877
$21K ﹤0.01%
+313
1878
$21K ﹤0.01%
+310
1879
$21K ﹤0.01%
+1,000
1880
$21K ﹤0.01%
+2,985
1881
$21K ﹤0.01%
+473
1882
$21K ﹤0.01%
+4,000
1883
$21K ﹤0.01%
+14,661
1884
$21K ﹤0.01%
+1,540
1885
$21K ﹤0.01%
+1,066
1886
$21K ﹤0.01%
+1,000
1887
$21K ﹤0.01%
+925
1888
$21K ﹤0.01%
+1,500
1889
$20K ﹤0.01%
+415
1890
$20K ﹤0.01%
+1,019
1891
$20K ﹤0.01%
+585
1892
$20K ﹤0.01%
+192
1893
$20K ﹤0.01%
+2,056
1894
$20K ﹤0.01%
+288
1895
$20K ﹤0.01%
+4,200
1896
$20K ﹤0.01%
+995
1897
$20K ﹤0.01%
+585
1898
$20K ﹤0.01%
+50
1899
$20K ﹤0.01%
+868
1900
$20K ﹤0.01%
+2,600
74 75
76
77 78