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
2151
$12K ﹤0.01%
+500
2152
$12K ﹤0.01%
+200
2153
$12K ﹤0.01%
+150
2154
$12K ﹤0.01%
+1,000
2155
$12K ﹤0.01%
+500
2156
$12K ﹤0.01%
+1,500
2157
$12K ﹤0.01%
+1,000
2158
$12K ﹤0.01%
+300
2159
$12K ﹤0.01%
+510
2160
$12K ﹤0.01%
+651
2161
$12K ﹤0.01%
+669
2162
$12K ﹤0.01%
+3,800
2163
$12K ﹤0.01%
+3,300
2164
$12K ﹤0.01%
+411
2165
$11K ﹤0.01%
+358
2166
$11K ﹤0.01%
+404
2167
$11K ﹤0.01%
+400
2168
$11K ﹤0.01%
+99
2169
$11K ﹤0.01%
+70
2170
$11K ﹤0.01%
+64
2171
$11K ﹤0.01%
+200
2172
$11K ﹤0.01%
+545
2173
$11K ﹤0.01%
+3,000
2174
$11K ﹤0.01%
+146
2175
$11K ﹤0.01%
+2,700
85 86
87
88 89