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
2951
$1K ﹤0.01%
+200
2952
$1K ﹤0.01%
+100
2953
$1K ﹤0.01%
+83
2954
$1K ﹤0.01%
+238
2955
$1K ﹤0.01%
+102
2956
$1K ﹤0.01%
+30
2957
$1K ﹤0.01%
+811
2958
0
2959
$1K ﹤0.01%
+78
2960
$1K ﹤0.01%
+23
2961
$1K ﹤0.01%
+100
2962
$1K ﹤0.01%
+75
2963
$1K ﹤0.01%
+100
2964
$1K ﹤0.01%
+123
2965
$1K ﹤0.01%
+150
2966
$1K ﹤0.01%
+7
2967
$1K ﹤0.01%
+300
2968
$1K ﹤0.01%
+300
2969
$1K ﹤0.01%
+2,210
2970
$1K ﹤0.01%
+71
2971
$1K ﹤0.01%
+400
2972
$1K ﹤0.01%
+225
2973
$1K ﹤0.01%
+50
2974
$1K ﹤0.01%
+400
2975
$1K ﹤0.01%
+25