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
2501
$5K ﹤0.01%
+4
2502
$5K ﹤0.01%
+3,984
2503
$5K ﹤0.01%
+100
2504
$5K ﹤0.01%
+302
2505
0
2506
$5K ﹤0.01%
+400
2507
$5K ﹤0.01%
+100
2508
$5K ﹤0.01%
+149
2509
$5K ﹤0.01%
+243
2510
$5K ﹤0.01%
+700
2511
$5K ﹤0.01%
+1,000
2512
$5K ﹤0.01%
+248
2513
$5K ﹤0.01%
+181
2514
$5K ﹤0.01%
+400
2515
$5K ﹤0.01%
+100
2516
$5K ﹤0.01%
+254
2517
$5K ﹤0.01%
+300
2518
$5K ﹤0.01%
+600
2519
$5K ﹤0.01%
+1,000
2520
$5K ﹤0.01%
+277
2521
$5K ﹤0.01%
+1,000
2522
$5K ﹤0.01%
+307
2523
$5K ﹤0.01%
+174
2524
$5K ﹤0.01%
+370
2525
$5K ﹤0.01%
+300