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
2976
$6K ﹤0.01%
236
2977
$6K ﹤0.01%
500
2978
$6K ﹤0.01%
+200
2979
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+267
2980
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+200
2981
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378
-1,494
2982
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+198
2983
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+197
2984
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+500
2985
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+566
2986
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500
2987
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539
-1,012
2988
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675
2989
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195
2990
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98
2991
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+1,000
2992
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+400
2993
$6K ﹤0.01%
1,125
+625
2994
$6K ﹤0.01%
100
2995
$6K ﹤0.01%
5,000
2996
$6K ﹤0.01%
126
2997
$6K ﹤0.01%
+154
2998
$6K ﹤0.01%
+19
2999
$6K ﹤0.01%
13
-2
3000
$6K ﹤0.01%
280