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
1926
$19K ﹤0.01%
+358
1927
$19K ﹤0.01%
+1,069
1928
$19K ﹤0.01%
+756
1929
$19K ﹤0.01%
+2,310
1930
$19K ﹤0.01%
+170
1931
$19K ﹤0.01%
+294
1932
$19K ﹤0.01%
+460
1933
$19K ﹤0.01%
+1,450
1934
$19K ﹤0.01%
+1,938
1935
$19K ﹤0.01%
+1,317
1936
$19K ﹤0.01%
+488
1937
$19K ﹤0.01%
+1,300
1938
$19K ﹤0.01%
+560
1939
$19K ﹤0.01%
+1,000
1940
$19K ﹤0.01%
+270
1941
$19K ﹤0.01%
+1,000
1942
$19K ﹤0.01%
+1,152
1943
$19K ﹤0.01%
+427
1944
$19K ﹤0.01%
+800
1945
$19K ﹤0.01%
+800
1946
$18K ﹤0.01%
+809
1947
$18K ﹤0.01%
+2,525
1948
$18K ﹤0.01%
+1,000
1949
$18K ﹤0.01%
+4,574
1950
$18K ﹤0.01%
+800
76 77
78
79 80