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
2426
$6K ﹤0.01%
+314
2427
$6K ﹤0.01%
+458
2428
$6K ﹤0.01%
+94
2429
$6K ﹤0.01%
+187
2430
$6K ﹤0.01%
+92
2431
$6K ﹤0.01%
+100
2432
$6K ﹤0.01%
+283
2433
$6K ﹤0.01%
+236
2434
$6K ﹤0.01%
+273
2435
$6K ﹤0.01%
+619
2436
$6K ﹤0.01%
+220
2437
$6K ﹤0.01%
+1,110
2438
$6K ﹤0.01%
+262
2439
$6K ﹤0.01%
+1,600
2440
$6K ﹤0.01%
+183
2441
$6K ﹤0.01%
+95
2442
$6K ﹤0.01%
+163
2443
$6K ﹤0.01%
+2,000
2444
$6K ﹤0.01%
+61
2445
$6K ﹤0.01%
+200
2446
$6K ﹤0.01%
+1,500
2447
$6K ﹤0.01%
+300
2448
$6K ﹤0.01%
+1,713
2449
$6K ﹤0.01%
+4,500
2450
$6K ﹤0.01%
+427