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
2076
$14K ﹤0.01%
+200
2077
$14K ﹤0.01%
+380
2078
$14K ﹤0.01%
+200
2079
$14K ﹤0.01%
+500
2080
$14K ﹤0.01%
+1,373
2081
$14K ﹤0.01%
+560
2082
$14K ﹤0.01%
+3,525
2083
$14K ﹤0.01%
+2,815
2084
$14K ﹤0.01%
+1,572
2085
$14K ﹤0.01%
+1,571
2086
$14K ﹤0.01%
+1,488
2087
$14K ﹤0.01%
+600
2088
$14K ﹤0.01%
+332
2089
$14K ﹤0.01%
+200
2090
$14K ﹤0.01%
+500
2091
$14K ﹤0.01%
+2,000
2092
$14K ﹤0.01%
+209
2093
$14K ﹤0.01%
+1,000
2094
$13K ﹤0.01%
+356
2095
$13K ﹤0.01%
+200
2096
$13K ﹤0.01%
+2,001
2097
$13K ﹤0.01%
+2,320
2098
$13K ﹤0.01%
+900
2099
$13K ﹤0.01%
+700
2100
$13K ﹤0.01%
+425
82 83
84
85 86