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
2176
$11K ﹤0.01%
+187
2177
$11K ﹤0.01%
+1,000
2178
$11K ﹤0.01%
+1,000
2179
$11K ﹤0.01%
+2,000
2180
$11K ﹤0.01%
+1,190
2181
$11K ﹤0.01%
+349
2182
$11K ﹤0.01%
+400
2183
$11K ﹤0.01%
+775
2184
$11K ﹤0.01%
+300
2185
$11K ﹤0.01%
+2,050
2186
$11K ﹤0.01%
+20
2187
$11K ﹤0.01%
+753
2188
$11K ﹤0.01%
+1,300
2189
$11K ﹤0.01%
+100
2190
$11K ﹤0.01%
+361
2191
$11K ﹤0.01%
+250
2192
$11K ﹤0.01%
+4,145
2193
$11K ﹤0.01%
+287
2194
$11K ﹤0.01%
+70
2195
$11K ﹤0.01%
+64
2196
$11K ﹤0.01%
+200
2197
$11K ﹤0.01%
+545
2198
$11K ﹤0.01%
+3,000
2199
$11K ﹤0.01%
+146
2200
$11K ﹤0.01%
+2,700
86 87
88
89 90