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
2101
$13K ﹤0.01%
+1,150
2102
$13K ﹤0.01%
+600
2103
$13K ﹤0.01%
+260
2104
$13K ﹤0.01%
+192
2105
$13K ﹤0.01%
+356
2106
$13K ﹤0.01%
+200
2107
$13K ﹤0.01%
+2,001
2108
$13K ﹤0.01%
+2,320
2109
$13K ﹤0.01%
+900
2110
$13K ﹤0.01%
+700
2111
$13K ﹤0.01%
+425
2112
$13K ﹤0.01%
+720
2113
$13K ﹤0.01%
+560
2114
$13K ﹤0.01%
+3,100
2115
$13K ﹤0.01%
+138
2116
$13K ﹤0.01%
+1,900
2117
$13K ﹤0.01%
+1,491
2118
$13K ﹤0.01%
+1,433
2119
$13K ﹤0.01%
+550
2120
$13K ﹤0.01%
+1,100
2121
$13K ﹤0.01%
+1,003
2122
$13K ﹤0.01%
+600
2123
$13K ﹤0.01%
+500
2124
$13K ﹤0.01%
+280
2125
$12K ﹤0.01%
+1,000
83 84
85
86 87