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
2901
$1K ﹤0.01%
+282
2902
$1K ﹤0.01%
+61
2903
$1K ﹤0.01%
+32
2904
$1K ﹤0.01%
+7
2905
$1K ﹤0.01%
+200
2906
$1K ﹤0.01%
+200
2907
$1K ﹤0.01%
+500
2908
$1K ﹤0.01%
+25
2909
$1K ﹤0.01%
+50
2910
$1K ﹤0.01%
+42
2911
$1K ﹤0.01%
+85
2912
$1K ﹤0.01%
+39
2913
$1K ﹤0.01%
+10
2914
$1K ﹤0.01%
+33
2915
$1K ﹤0.01%
+70
2916
$1K ﹤0.01%
+66
2917
$1K ﹤0.01%
+55
2918
$1K ﹤0.01%
+87
2919
$1K ﹤0.01%
+30
2920
$1K ﹤0.01%
+107
2921
$1K ﹤0.01%
+41
2922
$1K ﹤0.01%
+30
2923
$1K ﹤0.01%
+2
2924
$1K ﹤0.01%
+115
2925
$1K ﹤0.01%
+46