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
176
$1.48M 0.03%
+59,413
177
$1.46M 0.03%
+25,709
178
$1.46M 0.03%
+34,830
179
$1.43M 0.03%
+19,134
180
$1.43M 0.03%
+117,749
181
$1.43M 0.03%
+52,502
182
$1.42M 0.03%
+351,685
183
$1.42M 0.03%
+52,286
184
$1.42M 0.03%
+43,334
185
$1.38M 0.03%
+41,305
186
$1.37M 0.03%
+36,482
187
$1.36M 0.03%
+61,961
188
$1.36M 0.03%
+15,845
189
$1.35M 0.03%
+53,924
190
$1.35M 0.03%
+23,172
191
$1.34M 0.03%
+27,711
192
$1.34M 0.03%
+49,350
193
$1.33M 0.03%
+16,334
194
$1.31M 0.03%
+25,308
195
$1.3M 0.03%
+17,265
196
$1.28M 0.03%
+34,024
197
$1.27M 0.03%
+104,101
198
$1.26M 0.03%
+2,692
199
$1.26M 0.03%
+39,650
200
$1.26M 0.03%
+38,696
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8
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