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
2151
$12K ﹤0.01%
+1,000
2152
$12K ﹤0.01%
+300
2153
$12K ﹤0.01%
+250
2154
$12K ﹤0.01%
+260
2155
$12K ﹤0.01%
+510
2156
$12K ﹤0.01%
+651
2157
$12K ﹤0.01%
+669
2158
$12K ﹤0.01%
+3,800
2159
$12K ﹤0.01%
+3,300
2160
$12K ﹤0.01%
+411
2161
$12K ﹤0.01%
+1,000
2162
$12K ﹤0.01%
+10
2163
$12K ﹤0.01%
+481
2164
$12K ﹤0.01%
+6,020
2165
$11K ﹤0.01%
+900
2166
$11K ﹤0.01%
+700
2167
$11K ﹤0.01%
+99
2168
$11K ﹤0.01%
+731
2169
$11K ﹤0.01%
+1,500
2170
$11K ﹤0.01%
+625
2171
$11K ﹤0.01%
+860
2172
$11K ﹤0.01%
+404
2173
$11K ﹤0.01%
+400
2174
$11K ﹤0.01%
+319
2175
$11K ﹤0.01%
+700
85 86
87
88 89