Creative Planning

Creative Planning Portfolio holdings

AUM $147B
1-Year Est. Return 18.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.77%
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 +$74.5M
2 +$72.6M
3 +$65.6M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$65.3M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$41.9M

Top Sells

1 +$13.8M
2 +$5.82M
3 +$5.27M
4
AMGN icon
Amgen
AMGN
+$4.16M
5
PXI icon
Invesco Dorsey Wright Energy Momentum ETF
PXI
+$3.5M

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%
604
2877
$8K ﹤0.01%
496
+114
2878
$8K ﹤0.01%
643
2879
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+150
2880
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367
-45
2881
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43
2882
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138
2883
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+68
2884
$8K ﹤0.01%
500
+250
2885
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1,126
+1,125
2886
$8K ﹤0.01%
500
2887
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410
2888
$8K ﹤0.01%
3,350
2889
$8K ﹤0.01%
88
2890
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200
2891
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320
2892
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633
-4
2893
$8K ﹤0.01%
+1,000
2894
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286
+9
2895
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200
2896
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975
2897
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178
+31
2898
$8K ﹤0.01%
150
2899
$8K ﹤0.01%
357
+33
2900
$8K ﹤0.01%
309
+106