Creative Planning

Creative Planning Portfolio holdings

AUM $140B
1-Year Est. Return 18.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.06%
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%
+1,000
2052
$15K ﹤0.01%
+1,176
2053
$15K ﹤0.01%
+750
2054
$15K ﹤0.01%
+135
2055
$15K ﹤0.01%
+306
2056
$15K ﹤0.01%
+1,210
2057
$15K ﹤0.01%
+257
2058
$15K ﹤0.01%
+900
2059
$15K ﹤0.01%
+1,492
2060
$15K ﹤0.01%
+1,442
2061
$15K ﹤0.01%
+572
2062
$14K ﹤0.01%
+200
2063
$14K ﹤0.01%
+380
2064
$14K ﹤0.01%
+200
2065
$14K ﹤0.01%
+500
2066
$14K ﹤0.01%
+343
2067
$14K ﹤0.01%
+339
2068
$14K ﹤0.01%
+482
2069
$14K ﹤0.01%
+1,000
2070
$14K ﹤0.01%
+665
2071
$14K ﹤0.01%
+294
2072
$14K ﹤0.01%
+2,650
2073
$14K ﹤0.01%
+1,019
2074
$14K ﹤0.01%
+9,035
2075
$14K ﹤0.01%
+1,000
81 82
83
84 85