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
201
$1.25M 0.03%
+61,132
202
$1.2M 0.03%
+10,413
203
$1.17M 0.03%
+24,387
204
$1.17M 0.03%
+13,956
205
$1.16M 0.03%
+10,166
206
$1.16M 0.03%
+19,155
207
$1.15M 0.03%
+16,452
208
$1.15M 0.03%
+39,167
209
$1.14M 0.03%
+31,335
210
$1.14M 0.03%
+40,583
211
$1.13M 0.03%
+20,163
212
$1.11M 0.03%
+28,836
213
$1.11M 0.03%
+10,440
214
$1.09M 0.03%
+28,459
215
$1.08M 0.03%
+65,831
216
$1.07M 0.03%
+138,891
217
$1.06M 0.02%
+9,807
218
$1.06M 0.02%
+16,114
219
$1.06M 0.02%
+12,542
220
$1.04M 0.02%
+5,607
221
$1.04M 0.02%
+26,497
222
$1.04M 0.02%
+21,289
223
$1.03M 0.02%
+18,600
224
$1.02M 0.02%
+175,461
225
$1.02M 0.02%
+28,984
7 8
9
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