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
2976
$1K ﹤0.01%
+100
2977
$1K ﹤0.01%
+200
2978
$1K ﹤0.01%
+146
2979
$1K ﹤0.01%
+211
2980
$1K ﹤0.01%
+44
2981
$1K ﹤0.01%
+65
2982
$1K ﹤0.01%
+32
2983
$1K ﹤0.01%
+500
2984
$1K ﹤0.01%
+400
2985
$1K ﹤0.01%
+4,500
2986
$1K ﹤0.01%
+377
2987
$1K ﹤0.01%
+299
2988
$1K ﹤0.01%
+800
2989
$1K ﹤0.01%
+159
2990
$1K ﹤0.01%
+284
2991
$0 ﹤0.01%
+206
2992
$0 ﹤0.01%
+50
2993
$0 ﹤0.01%
+7
2994
$0 ﹤0.01%
+150
2995
$0 ﹤0.01%
+400
2996
$0 ﹤0.01%
+28
2997
$0 ﹤0.01%
+8
2998
$0 ﹤0.01%
+200
2999
$0 ﹤0.01%
+826
3000
$0 ﹤0.01%
+71