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
2426
$6K ﹤0.01%
+183
2427
$6K ﹤0.01%
+95
2428
$6K ﹤0.01%
+163
2429
$6K ﹤0.01%
+2,000
2430
$6K ﹤0.01%
+61
2431
$6K ﹤0.01%
+200
2432
$6K ﹤0.01%
+1,500
2433
$6K ﹤0.01%
+300
2434
$6K ﹤0.01%
+1,350
2435
$6K ﹤0.01%
+4,500
2436
$6K ﹤0.01%
+427
2437
$6K ﹤0.01%
+1,000
2438
$6K ﹤0.01%
+500
2439
$6K ﹤0.01%
+320
2440
$6K ﹤0.01%
+377
2441
$6K ﹤0.01%
+1,200
2442
$6K ﹤0.01%
+163
2443
$6K ﹤0.01%
+119
2444
$6K ﹤0.01%
+545
2445
$6K ﹤0.01%
+94
2446
$6K ﹤0.01%
+187
2447
$6K ﹤0.01%
+750
2448
$6K ﹤0.01%
+1,713
2449
$6K ﹤0.01%
+292
2450
$6K ﹤0.01%
+4,127