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
3001
$0 ﹤0.01%
+49
3002
$0 ﹤0.01%
+2,700
3003
$0 ﹤0.01%
+5
3004
0
3005
$0 ﹤0.01%
+20,000
3006
$0 ﹤0.01%
+11
3007
$0 ﹤0.01%
+4
3008
$0 ﹤0.01%
+8
3009
$0 ﹤0.01%
+5
3010
$0 ﹤0.01%
+82
3011
$0 ﹤0.01%
+1,000
3012
$0 ﹤0.01%
+50
3013
$0 ﹤0.01%
+200
3014
$0 ﹤0.01%
+80
3015
$0 ﹤0.01%
+11
3016
$0 ﹤0.01%
+100
3017
$0 ﹤0.01%
+59
3018
$0 ﹤0.01%
+62
3019
$0 ﹤0.01%
+33
3020
$0 ﹤0.01%
+7
3021
$0 ﹤0.01%
+30
3022
$0 ﹤0.01%
+46
3023
$0 ﹤0.01%
+3
3024
0
3025
$0 ﹤0.01%
+1