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
2051
$15K ﹤0.01%
+700
2052
$15K ﹤0.01%
+591
2053
$15K ﹤0.01%
+169
2054
$15K ﹤0.01%
+1,129
2055
$15K ﹤0.01%
+400
2056
$15K ﹤0.01%
+2,056
2057
$15K ﹤0.01%
+530
2058
$15K ﹤0.01%
+1,131
2059
$15K ﹤0.01%
+1,278
2060
$15K ﹤0.01%
+1,400
2061
$15K ﹤0.01%
+300
2062
$14K ﹤0.01%
+343
2063
$14K ﹤0.01%
+339
2064
$14K ﹤0.01%
+2,650
2065
$14K ﹤0.01%
+560
2066
$14K ﹤0.01%
+500
2067
$14K ﹤0.01%
+482
2068
$14K ﹤0.01%
+1,000
2069
$14K ﹤0.01%
+665
2070
$14K ﹤0.01%
+294
2071
$14K ﹤0.01%
+1,019
2072
$14K ﹤0.01%
+9,035
2073
$14K ﹤0.01%
+1,000
2074
$14K ﹤0.01%
+2,425
2075
$14K ﹤0.01%
+224
81 82
83
84 85