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
2376
$7K ﹤0.01%
+234
2377
$7K ﹤0.01%
+1,112
2378
$7K ﹤0.01%
+500
2379
$7K ﹤0.01%
+4,089
2380
$7K ﹤0.01%
+192
2381
$7K ﹤0.01%
+1,100
2382
$7K ﹤0.01%
+1,575
2383
$7K ﹤0.01%
+450
2384
$7K ﹤0.01%
+810
2385
$7K ﹤0.01%
+1,150
2386
$7K ﹤0.01%
+500
2387
$7K ﹤0.01%
+111
2388
$7K ﹤0.01%
+700
2389
$7K ﹤0.01%
+2,000
2390
$7K ﹤0.01%
+615
2391
$7K ﹤0.01%
+120
2392
$7K ﹤0.01%
+388
2393
$7K ﹤0.01%
+1,000
2394
$7K ﹤0.01%
+213
2395
$7K ﹤0.01%
+13,100
2396
$7K ﹤0.01%
+433
2397
$7K ﹤0.01%
+250
2398
$7K ﹤0.01%
+177
2399
$6K ﹤0.01%
+60
2400
$6K ﹤0.01%
+400
94 95
96
97 98