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
1951
$18K ﹤0.01%
+2,400
1952
$18K ﹤0.01%
+1,000
1953
$18K ﹤0.01%
+500
1954
$18K ﹤0.01%
+800
1955
$18K ﹤0.01%
+770
1956
$18K ﹤0.01%
+4,000
1957
$18K ﹤0.01%
+809
1958
$18K ﹤0.01%
+2,525
1959
$18K ﹤0.01%
+200
1960
$18K ﹤0.01%
+650
1961
$18K ﹤0.01%
+1,500
1962
$18K ﹤0.01%
+1,898
1963
$18K ﹤0.01%
+2,094
1964
$18K ﹤0.01%
+400
1965
$18K ﹤0.01%
+850
1966
$18K ﹤0.01%
+1,000
1967
$18K ﹤0.01%
+4,574
1968
$18K ﹤0.01%
+3,000
1969
$18K ﹤0.01%
+1,200
1970
$18K ﹤0.01%
+1,008
1971
$18K ﹤0.01%
+4,500
1972
$18K ﹤0.01%
+9,592
1973
$17K ﹤0.01%
+312
1974
$17K ﹤0.01%
+387
1975
$17K ﹤0.01%
+1,000
77 78
79
80 81