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
2226
$10K ﹤0.01%
+203
2227
$10K ﹤0.01%
+500
2228
$10K ﹤0.01%
+288
2229
$10K ﹤0.01%
+357
2230
$10K ﹤0.01%
+400
2231
$10K ﹤0.01%
+350
2232
$10K ﹤0.01%
+50
2233
$10K ﹤0.01%
+375
2234
$10K ﹤0.01%
+200
2235
$10K ﹤0.01%
+247
2236
$10K ﹤0.01%
+8,666
2237
$10K ﹤0.01%
+263
2238
$10K ﹤0.01%
+200
2239
$10K ﹤0.01%
+408
2240
$10K ﹤0.01%
+581
2241
$10K ﹤0.01%
+231
2242
$10K ﹤0.01%
+200
2243
$10K ﹤0.01%
+300
2244
$10K ﹤0.01%
+1,000
2245
$10K ﹤0.01%
+1,281
2246
$10K ﹤0.01%
+200
2247
$10K ﹤0.01%
+700
2248
$10K ﹤0.01%
+468
2249
$10K ﹤0.01%
+1,000
2250
$10K ﹤0.01%
+1,056
88 89
90
91 92