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
2176
$11K ﹤0.01%
+1,103
2177
$11K ﹤0.01%
+614
2178
$11K ﹤0.01%
+846
2179
$11K ﹤0.01%
+304
2180
$11K ﹤0.01%
+1,616
2181
$11K ﹤0.01%
+319
2182
$11K ﹤0.01%
+700
2183
$11K ﹤0.01%
+187
2184
$11K ﹤0.01%
+1,000
2185
$11K ﹤0.01%
+900
2186
$11K ﹤0.01%
+700
2187
$11K ﹤0.01%
+731
2188
$11K ﹤0.01%
+1,000
2189
$11K ﹤0.01%
+2,000
2190
$11K ﹤0.01%
+1,190
2191
$11K ﹤0.01%
+349
2192
$11K ﹤0.01%
+400
2193
$11K ﹤0.01%
+300
2194
$11K ﹤0.01%
+2,050
2195
$11K ﹤0.01%
+20
2196
$11K ﹤0.01%
+753
2197
$11K ﹤0.01%
+1,300
2198
$11K ﹤0.01%
+100
2199
$11K ﹤0.01%
+361
2200
$11K ﹤0.01%
+250
86 87
88
89 90