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
2926
$1K ﹤0.01%
+30
2927
$1K ﹤0.01%
+33
2928
$1K ﹤0.01%
+38
2929
$1K ﹤0.01%
+150
2930
$1K ﹤0.01%
+95
2931
$1K ﹤0.01%
+73
2932
$1K ﹤0.01%
+25
2933
$1K ﹤0.01%
+26
2934
$1K ﹤0.01%
+2
2935
$1K ﹤0.01%
+10
2936
$1K ﹤0.01%
+42
2937
$1K ﹤0.01%
+7
2938
$1K ﹤0.01%
+5
2939
$1K ﹤0.01%
+200
2940
$1K ﹤0.01%
+191
2941
$1K ﹤0.01%
+58
2942
$1K ﹤0.01%
+40
2943
$1K ﹤0.01%
+80
2944
$1K ﹤0.01%
+12
2945
$1K ﹤0.01%
+43
2946
$1K ﹤0.01%
+100
2947
$1K ﹤0.01%
+100
2948
$1K ﹤0.01%
+57
2949
$1K ﹤0.01%
+107
2950
$1K ﹤0.01%
+172