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
2026
$16K ﹤0.01%
+560
2027
$16K ﹤0.01%
+2,075
2028
$16K ﹤0.01%
+2,162
2029
$16K ﹤0.01%
+452
2030
$16K ﹤0.01%
+2,000
2031
$16K ﹤0.01%
+450
2032
$16K ﹤0.01%
+1,300
2033
$15K ﹤0.01%
+1,416
2034
$15K ﹤0.01%
+1,000
2035
$15K ﹤0.01%
+1,176
2036
$15K ﹤0.01%
+114
2037
– –
0
2038
$15K ﹤0.01%
+830
2039
$15K ﹤0.01%
+211
2040
$15K ﹤0.01%
+750
2041
$15K ﹤0.01%
+135
2042
$15K ﹤0.01%
+306
2043
$15K ﹤0.01%
+1,210
2044
$15K ﹤0.01%
+257
2045
$15K ﹤0.01%
+900
2046
$15K ﹤0.01%
+1,492
2047
$15K ﹤0.01%
+1,442
2048
$15K ﹤0.01%
+572
2049
$15K ﹤0.01%
+3,647
2050
$15K ﹤0.01%
+3,808
80 81
82
83 84