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
2551
$4K ﹤0.01%
+172
2552
$4K ﹤0.01%
+400
2553
$4K ﹤0.01%
+75
2554
$4K ﹤0.01%
+251
2555
$4K ﹤0.01%
+306
2556
$4K ﹤0.01%
+153
2557
$4K ﹤0.01%
+62
2558
$4K ﹤0.01%
+109
2559
$4K ﹤0.01%
+43
2560
$4K ﹤0.01%
+116
2561
$4K ﹤0.01%
+205
2562
$4K ﹤0.01%
+75
2563
$4K ﹤0.01%
+1,666
2564
$4K ﹤0.01%
+250
2565
$4K ﹤0.01%
+2,000
2566
$4K ﹤0.01%
+55
2567
$4K ﹤0.01%
+150
2568
$4K ﹤0.01%
+50
2569
$4K ﹤0.01%
+175
2570
$4K ﹤0.01%
+112
2571
$4K ﹤0.01%
+115
2572
$4K ﹤0.01%
+334
2573
$4K ﹤0.01%
+2,500
2574
$4K ﹤0.01%
+51
2575
$4K ﹤0.01%
+188