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 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2526
$5K ﹤0.01%
+302
2527
0
2528
$5K ﹤0.01%
+400
2529
$5K ﹤0.01%
+100
2530
$5K ﹤0.01%
+149
2531
$5K ﹤0.01%
+243
2532
$5K ﹤0.01%
+700
2533
$5K ﹤0.01%
+1,000
2534
$5K ﹤0.01%
+248
2535
$5K ﹤0.01%
+105
2536
$5K ﹤0.01%
+200
2537
$4K ﹤0.01%
+756
2538
$4K ﹤0.01%
+223
2539
$4K ﹤0.01%
+27
2540
$4K ﹤0.01%
+100
2541
$4K ﹤0.01%
+81
2542
$4K ﹤0.01%
+1,000
2543
$4K ﹤0.01%
+105
2544
$4K ﹤0.01%
+153
2545
$4K ﹤0.01%
+273
2546
$4K ﹤0.01%
+137
2547
$4K ﹤0.01%
+218
2548
$4K ﹤0.01%
+100
2549
$4K ﹤0.01%
+1,151
2550
$4K ﹤0.01%
+208