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
2001
$16K ﹤0.01%
+475
2002
$16K ﹤0.01%
+1,700
2003
$16K ﹤0.01%
+620
2004
$16K ﹤0.01%
+560
2005
$16K ﹤0.01%
+2,075
2006
$16K ﹤0.01%
+2,162
2007
$16K ﹤0.01%
+452
2008
$16K ﹤0.01%
+540
2009
$16K ﹤0.01%
+2,000
2010
$16K ﹤0.01%
+359
2011
$16K ﹤0.01%
+7,525
2012
$16K ﹤0.01%
+619
2013
$16K ﹤0.01%
+808
2014
$16K ﹤0.01%
+314
2015
$16K ﹤0.01%
+1,300
2016
$16K ﹤0.01%
+418
2017
$16K ﹤0.01%
+450
2018
$16K ﹤0.01%
+1,300
2019
$16K ﹤0.01%
+753
2020
$16K ﹤0.01%
+2,030
2021
$16K ﹤0.01%
+257
2022
$16K ﹤0.01%
+1,585
2023
$16K ﹤0.01%
+9,400
2024
$16K ﹤0.01%
+1,650
2025
$16K ﹤0.01%
+2,000
79 80
81
82 83