Creative Planning

Creative Planning Portfolio holdings

AUM $131B
1-Year Est. Return 14.18%
This Quarter Est. Return
1 Year Est. Return
+14.18%
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 +$360M
2 +$357M
3 +$265M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$253M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$247M

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 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$5K ﹤0.01%
+500
2477
$5K ﹤0.01%
+211
2478
$5K ﹤0.01%
+173
2479
$5K ﹤0.01%
+200
2480
$5K ﹤0.01%
+200
2481
$5K ﹤0.01%
+200
2482
$5K ﹤0.01%
+1,300
2483
0
2484
$5K ﹤0.01%
+293
2485
$5K ﹤0.01%
+200
2486
$5K ﹤0.01%
+298
2487
$5K ﹤0.01%
+134
2488
$5K ﹤0.01%
+500
2489
$5K ﹤0.01%
+106
2490
$5K ﹤0.01%
+675
2491
$5K ﹤0.01%
+130
2492
$5K ﹤0.01%
+100
2493
$5K ﹤0.01%
+10
2494
$5K ﹤0.01%
+100
2495
$5K ﹤0.01%
+77
2496
$5K ﹤0.01%
+3
2497
$5K ﹤0.01%
+198
2498
$5K ﹤0.01%
+60
2499
$5K ﹤0.01%
+169
2500
$5K ﹤0.01%
+200