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
2576
$4K ﹤0.01%
+112
2577
$4K ﹤0.01%
+115
2578
$4K ﹤0.01%
+334
2579
$4K ﹤0.01%
+51
2580
$4K ﹤0.01%
+188
2581
$4K ﹤0.01%
+97
2582
$4K ﹤0.01%
+1,200
2583
$4K ﹤0.01%
+800
2584
$4K ﹤0.01%
+222
2585
$4K ﹤0.01%
+300
2586
$4K ﹤0.01%
+250
2587
$4K ﹤0.01%
+150
2588
$4K ﹤0.01%
+256
2589
$4K ﹤0.01%
+460
2590
$4K ﹤0.01%
+33
2591
$4K ﹤0.01%
+177
2592
$4K ﹤0.01%
+43
2593
$4K ﹤0.01%
+1,000
2594
$4K ﹤0.01%
+2,000
2595
$4K ﹤0.01%
+350
2596
$4K ﹤0.01%
+100
2597
$4K ﹤0.01%
+725
2598
$4K ﹤0.01%
+59
2599
$4K ﹤0.01%
+300
2600
$4K ﹤0.01%
+200