Creative Planning

Creative Planning Portfolio holdings

AUM $147B
1-Year Est. Return 18.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.77%
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
1976
$17K ﹤0.01%
+980
1977
$17K ﹤0.01%
+524
1978
$17K ﹤0.01%
+1,005
1979
$17K ﹤0.01%
+1,250
1980
$17K ﹤0.01%
+671
1981
$17K ﹤0.01%
+508
1982
$17K ﹤0.01%
+633
1983
$17K ﹤0.01%
+628
1984
$17K ﹤0.01%
+1,049
1985
$17K ﹤0.01%
+3,000
1986
$17K ﹤0.01%
+2,172
1987
$17K ﹤0.01%
+300
1988
$17K ﹤0.01%
+1,259
1989
$17K ﹤0.01%
+387
1990
$17K ﹤0.01%
+1,000
1991
$17K ﹤0.01%
+230
1992
$17K ﹤0.01%
+294
1993
$17K ﹤0.01%
+222
1994
$17K ﹤0.01%
+387
1995
$17K ﹤0.01%
+310
1996
$17K ﹤0.01%
+1,350
1997
$17K ﹤0.01%
+400
1998
$17K ﹤0.01%
+1,101
1999
$17K ﹤0.01%
+312
2000
$17K ﹤0.01%
+700
78 79
80
81 82