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
2526
$5K ﹤0.01%
+116
2527
$5K ﹤0.01%
+1,314
2528
$5K ﹤0.01%
+159
2529
$5K ﹤0.01%
+500
2530
$5K ﹤0.01%
+2,800
2531
$5K ﹤0.01%
+105
2532
$5K ﹤0.01%
+200
2533
$5K ﹤0.01%
+100
2534
$5K ﹤0.01%
+100
2535
$5K ﹤0.01%
+880
2536
$5K ﹤0.01%
+200
2537
$4K ﹤0.01%
+100
2538
$4K ﹤0.01%
+109
2539
$4K ﹤0.01%
+43
2540
$4K ﹤0.01%
+756
2541
$4K ﹤0.01%
+223
2542
$4K ﹤0.01%
+27
2543
$4K ﹤0.01%
+100
2544
$4K ﹤0.01%
+81
2545
$4K ﹤0.01%
+1,000
2546
$4K ﹤0.01%
+105
2547
$4K ﹤0.01%
+153
2548
$4K ﹤0.01%
+273
2549
$4K ﹤0.01%
+137
2550
$4K ﹤0.01%
+218