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
$74.9B
AUM Growth
-$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,970
New
Increased
Reduced
Closed

Top Sells

1 +$79.7M
2 +$62.6M
3 +$54.5M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$44.6M
5
AMLP icon
Alerian MLP ETF
AMLP
+$30.2M

Sector Composition

1 Technology 5.24%
2 Financials 2.99%
3 Healthcare 1.83%
4 Consumer Discretionary 1.75%
5 Consumer Staples 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2601
$11.8K ﹤0.01%
1,966
2602
$11.7K ﹤0.01%
+122
2603
$11.6K ﹤0.01%
4,774
+915
2604
$11.6K ﹤0.01%
+700
2605
$11.6K ﹤0.01%
+632
2606
$11.4K ﹤0.01%
+300
2607
$11.3K ﹤0.01%
+100
2608
$11.3K ﹤0.01%
+507
2609
$11.2K ﹤0.01%
+459
2610
$10.9K ﹤0.01%
+142
2611
$10.8K ﹤0.01%
+360
2612
$10.5K ﹤0.01%
520
+232
2613
$10.2K ﹤0.01%
15,251
2614
$9.98K ﹤0.01%
+354
2615
$9.85K ﹤0.01%
104
-1,882
2616
$9.78K ﹤0.01%
1,229
2617
$9.64K ﹤0.01%
+750
2618
$9.5K ﹤0.01%
+334
2619
$9.4K ﹤0.01%
10,000
2620
$9.23K ﹤0.01%
+491
2621
$9.17K ﹤0.01%
1,723
2622
$8.96K ﹤0.01%
+202
2623
$8.92K ﹤0.01%
+639
2624
$8.64K ﹤0.01%
+10,800
2625
$8.45K ﹤0.01%
12,895
+443