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
2876
$1K ﹤0.01%
+8
2877
$1K ﹤0.01%
+10
2878
$1K ﹤0.01%
+800
2879
$1K ﹤0.01%
+233
2880
$1K ﹤0.01%
+140
2881
$1K ﹤0.01%
+33
2882
$1K ﹤0.01%
+13
2883
$1K ﹤0.01%
+35
2884
$1K ﹤0.01%
+265
2885
$1K ﹤0.01%
+40
2886
$1K ﹤0.01%
+235
2887
$1K ﹤0.01%
+39
2888
$1K ﹤0.01%
+328
2889
$1K ﹤0.01%
+67
2890
$1K ﹤0.01%
+113
2891
$1K ﹤0.01%
+18
2892
$1K ﹤0.01%
+310
2893
$1K ﹤0.01%
+30
2894
$1K ﹤0.01%
+22
2895
$1K ﹤0.01%
+65
2896
$1K ﹤0.01%
+200
2897
$1K ﹤0.01%
+22
2898
$1K ﹤0.01%
+1
2899
$1K ﹤0.01%
+14
2900
$1K ﹤0.01%
+372