Creative Planning

Creative Planning Portfolio holdings

AUM $140B
1-Year Est. Return 18.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
2276
$9K ﹤0.01%
+83
2277
$9K ﹤0.01%
+1,042
2278
$9K ﹤0.01%
+399
2279
$9K ﹤0.01%
+445
2280
$9K ﹤0.01%
+416
2281
$9K ﹤0.01%
+793
2282
$9K ﹤0.01%
+76
2283
$9K ﹤0.01%
+236
2284
$9K ﹤0.01%
+356
2285
$9K ﹤0.01%
+521
2286
$9K ﹤0.01%
+136
2287
$9K ﹤0.01%
+760
2288
$9K ﹤0.01%
+500
2289
$9K ﹤0.01%
+647
2290
$9K ﹤0.01%
+337
2291
$9K ﹤0.01%
+394
2292
$9K ﹤0.01%
+451
2293
$9K ﹤0.01%
+667
2294
$9K ﹤0.01%
+200
2295
$9K ﹤0.01%
+180
2296
$8K ﹤0.01%
+375
2297
$8K ﹤0.01%
+2,019
2298
$8K ﹤0.01%
+406
2299
$8K ﹤0.01%
+1,000
2300
$8K ﹤0.01%
+200