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
2351
$7K ﹤0.01%
+520
2352
$7K ﹤0.01%
+223
2353
$7K ﹤0.01%
+836
2354
$7K ﹤0.01%
+192
2355
$7K ﹤0.01%
+810
2356
$7K ﹤0.01%
+1,150
2357
$7K ﹤0.01%
+500
2358
$7K ﹤0.01%
+111
2359
$7K ﹤0.01%
+700
2360
$7K ﹤0.01%
+2,000
2361
$7K ﹤0.01%
+213
2362
$7K ﹤0.01%
+103
2363
$7K ﹤0.01%
+103
2364
$7K ﹤0.01%
+413
2365
$7K ﹤0.01%
+100
2366
$7K ﹤0.01%
+300
2367
$7K ﹤0.01%
+1,041
2368
$7K ﹤0.01%
+101
2369
$7K ﹤0.01%
+76
2370
$7K ﹤0.01%
+621
2371
$7K ﹤0.01%
+299
2372
$7K ﹤0.01%
+200
2373
$7K ﹤0.01%
+800
2374
0
2375
$7K ﹤0.01%
+500