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
2651
$3K ﹤0.01%
+242
2652
$3K ﹤0.01%
+207
2653
$3K ﹤0.01%
+300
2654
$3K ﹤0.01%
+233
2655
$3K ﹤0.01%
+495
2656
$3K ﹤0.01%
+300
2657
$3K ﹤0.01%
+53
2658
$3K ﹤0.01%
+53
2659
$3K ﹤0.01%
+284
2660
$3K ﹤0.01%
+571
2661
$3K ﹤0.01%
+104
2662
$3K ﹤0.01%
+241
2663
$3K ﹤0.01%
+208
2664
$3K ﹤0.01%
+1,000
2665
$3K ﹤0.01%
+240
2666
$3K ﹤0.01%
+60
2667
$3K ﹤0.01%
+250
2668
$3K ﹤0.01%
+233
2669
$3K ﹤0.01%
+204
2670
$3K ﹤0.01%
+303
2671
$3K ﹤0.01%
+200
2672
$3K ﹤0.01%
+87
2673
$3K ﹤0.01%
+305
2674
$3K ﹤0.01%
+125
2675
$3K ﹤0.01%
+175