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
2601
$4K ﹤0.01%
+200
2602
$4K ﹤0.01%
+607
2603
$4K ﹤0.01%
+2,500
2604
$4K ﹤0.01%
+32
2605
$4K ﹤0.01%
+265
2606
$4K ﹤0.01%
+200
2607
$4K ﹤0.01%
+306
2608
$4K ﹤0.01%
+300
2609
$4K ﹤0.01%
+2,795
2610
$4K ﹤0.01%
+200
2611
$4K ﹤0.01%
+294
2612
$4K ﹤0.01%
+1,000
2613
$4K ﹤0.01%
+2,000
2614
$4K ﹤0.01%
+54
2615
$4K ﹤0.01%
+257
2616
$4K ﹤0.01%
+566
2617
$4K ﹤0.01%
+104
2618
$4K ﹤0.01%
+200
2619
$4K ﹤0.01%
+1,000
2620
$4K ﹤0.01%
+4
2621
$4K ﹤0.01%
+40
2622
$4K ﹤0.01%
+2,500
2623
$3K ﹤0.01%
+75
2624
$3K ﹤0.01%
+1,641
2625
$3K ﹤0.01%
+409