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
1926
$19K ﹤0.01%
+1,072
1927
$19K ﹤0.01%
+358
1928
$19K ﹤0.01%
+1,069
1929
$19K ﹤0.01%
+756
1930
$19K ﹤0.01%
+2,310
1931
$19K ﹤0.01%
+170
1932
$19K ﹤0.01%
+294
1933
$19K ﹤0.01%
+1,152
1934
$19K ﹤0.01%
+427
1935
$19K ﹤0.01%
+460
1936
$19K ﹤0.01%
+1,450
1937
$19K ﹤0.01%
+1,938
1938
$19K ﹤0.01%
+1,317
1939
$19K ﹤0.01%
+488
1940
$19K ﹤0.01%
+1,300
1941
$19K ﹤0.01%
+560
1942
$19K ﹤0.01%
+800
1943
$19K ﹤0.01%
+758
1944
$19K ﹤0.01%
+2,000
1945
$19K ﹤0.01%
+800
1946
$18K ﹤0.01%
+1,200
1947
$18K ﹤0.01%
+2,000
1948
$18K ﹤0.01%
+515
1949
$18K ﹤0.01%
+387
1950
$18K ﹤0.01%
+653
76 77
78
79 80