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
2851
$1K ﹤0.01%
+200
2852
$1K ﹤0.01%
+6
2853
$1K ﹤0.01%
+30
2854
$1K ﹤0.01%
+200
2855
$1K ﹤0.01%
+416
2856
$1K ﹤0.01%
+950
2857
$1K ﹤0.01%
+32
2858
$1K ﹤0.01%
+300
2859
$1K ﹤0.01%
+30
2860
$1K ﹤0.01%
+60
2861
$1K ﹤0.01%
+50
2862
$1K ﹤0.01%
+60
2863
$1K ﹤0.01%
+59
2864
$1K ﹤0.01%
+20
2865
$1K ﹤0.01%
+37
2866
$1K ﹤0.01%
+42
2867
$1K ﹤0.01%
+200
2868
$1K ﹤0.01%
+18
2869
$1K ﹤0.01%
+600
2870
$1K ﹤0.01%
+100
2871
$1K ﹤0.01%
+100
2872
$1K ﹤0.01%
+79
2873
$1K ﹤0.01%
+109
2874
$1K ﹤0.01%
+42
2875
$1K ﹤0.01%
+7