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
1901
$20K ﹤0.01%
+2,453
1902
$20K ﹤0.01%
+1,000
1903
$20K ﹤0.01%
+368
1904
$20K ﹤0.01%
+950
1905
$20K ﹤0.01%
+1,490
1906
$20K ﹤0.01%
+1,825
1907
$20K ﹤0.01%
+3,014
1908
$19K ﹤0.01%
+1,000
1909
$19K ﹤0.01%
+270
1910
$19K ﹤0.01%
+1,000
1911
$19K ﹤0.01%
+1,000
1912
$19K ﹤0.01%
+377
1913
$19K ﹤0.01%
+652
1914
$19K ﹤0.01%
+911
1915
$19K ﹤0.01%
+910
1916
$19K ﹤0.01%
+600
1917
$19K ﹤0.01%
+1,052
1918
$19K ﹤0.01%
+2,250
1919
$19K ﹤0.01%
+1,400
1920
$19K ﹤0.01%
+575
1921
$19K ﹤0.01%
+3,100
1922
$19K ﹤0.01%
+350
1923
$19K ﹤0.01%
+248
1924
$19K ﹤0.01%
+1,009
1925
$19K ﹤0.01%
+2,700
75 76
77
78 79