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
2676
$3K ﹤0.01%
+66
2677
$3K ﹤0.01%
+103
2678
$3K ﹤0.01%
+122
2679
$3K ﹤0.01%
+338
2680
$3K ﹤0.01%
+88
2681
$3K ﹤0.01%
+200
2682
$3K ﹤0.01%
+120
2683
$3K ﹤0.01%
+100
2684
$3K ﹤0.01%
+80
2685
$3K ﹤0.01%
+86
2686
$3K ﹤0.01%
+100
2687
$3K ﹤0.01%
+135
2688
$3K ﹤0.01%
+100
2689
$3K ﹤0.01%
+53
2690
$3K ﹤0.01%
+500
2691
$3K ﹤0.01%
+124
2692
$3K ﹤0.01%
+23
2693
$3K ﹤0.01%
+158
2694
$3K ﹤0.01%
+197
2695
$3K ﹤0.01%
+100
2696
$3K ﹤0.01%
+200
2697
$3K ﹤0.01%
+120
2698
$3K ﹤0.01%
+126
2699
$3K ﹤0.01%
+95
2700
$3K ﹤0.01%
+100