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
2876
$8K ﹤0.01%
+1,000
2877
$8K ﹤0.01%
410
2878
$8K ﹤0.01%
300
2879
$8K ﹤0.01%
560
2880
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1,000
2881
$8K ﹤0.01%
3,350
2882
$8K ﹤0.01%
+200
2883
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100
2884
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200
2885
$8K ﹤0.01%
320
2886
$8K ﹤0.01%
633
-4
2887
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+1,000
2888
$8K ﹤0.01%
286
+9
2889
$8K ﹤0.01%
100
2890
$8K ﹤0.01%
+100
2891
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213
2892
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500
2893
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300
2894
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831
2895
$8K ﹤0.01%
330
+230
2896
$8K ﹤0.01%
200
2897
$8K ﹤0.01%
975
2898
$8K ﹤0.01%
178
+31
2899
$8K ﹤0.01%
1,471
-704
2900
$8K ﹤0.01%
150