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
$7.71B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,070
New
Increased
Reduced
Closed

Top Buys

1
+$74.2M
2
+$73.3M
3
+$67.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$66.1M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$43.6M

Top Sells

1
+$14.1M
2
+$6.64M
3
+$5.26M
4
AMGN icon
Amgen
AMGN
+$4.25M
5
PXI icon
Invesco Dorsey Wright Energy Momentum ETF
PXI
+$3.76M

Sector Composition

1 Energy 7.74%
2 Financials 4.73%
3 Technology 3.32%
4 Industrials 2.55%
5 Consumer Discretionary 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2801
$10K ﹤0.01%
1,000
-56
2802
$10K ﹤0.01%
+200
2803
$10K ﹤0.01%
320
+286
2804
$10K ﹤0.01%
200
2805
$10K ﹤0.01%
150
-1,000
2806
$10K ﹤0.01%
250
2807
$10K ﹤0.01%
2,766
2808
$10K ﹤0.01%
+5,551
2809
$10K ﹤0.01%
300
-50
2810
$10K ﹤0.01%
921
-1,018
2811
$10K ﹤0.01%
194
2812
$10K ﹤0.01%
+707
2813
$10K ﹤0.01%
585
-399
2814
$10K ﹤0.01%
1,300
2815
$10K ﹤0.01%
1,000
2816
$9K ﹤0.01%
607
2817
$9K ﹤0.01%
200
-29
2818
$9K ﹤0.01%
256
-211
2819
$9K ﹤0.01%
425
+8
2820
$9K ﹤0.01%
234
2821
$9K ﹤0.01%
600
-259
2822
$9K ﹤0.01%
641
2823
$9K ﹤0.01%
270
2824
$9K ﹤0.01%
335
2825
$9K ﹤0.01%
1,000
+500
111 112
113
114 115