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
2201
$11K ﹤0.01%
+240
2202
$11K ﹤0.01%
+58
2203
$11K ﹤0.01%
+358
2204
$11K ﹤0.01%
+145
2205
$11K ﹤0.01%
+500
2206
$11K ﹤0.01%
+1,046
2207
$11K ﹤0.01%
+1,150
2208
$11K ﹤0.01%
+1,800
2209
$11K ﹤0.01%
+400
2210
$11K ﹤0.01%
+163
2211
$11K ﹤0.01%
+200
2212
$11K ﹤0.01%
+700
2213
$11K ﹤0.01%
+1,103
2214
$11K ﹤0.01%
+614
2215
$11K ﹤0.01%
+137
2216
$11K ﹤0.01%
+1,030
2217
$11K ﹤0.01%
+846
2218
$11K ﹤0.01%
+304
2219
$11K ﹤0.01%
+1,616
2220
$10K ﹤0.01%
+406
2221
$10K ﹤0.01%
+1,000
2222
$10K ﹤0.01%
+500
2223
$10K ﹤0.01%
+200
2224
$10K ﹤0.01%
+548
2225
$10K ﹤0.01%
+449
87 88
89
90 91