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
$13.8B
AUM Growth
+$985M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,649
New
Increased
Reduced
Closed

Top Sells

1 +$35.5M
2 +$13.1M
3 +$10.8M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$10.1M
5
VB icon
Vanguard Small-Cap ETF
VB
+$7.73M

Sector Composition

1 Energy 5.61%
2 Financials 4.67%
3 Technology 3.18%
4 Healthcare 2.39%
5 Communication Services 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3001
$14K ﹤0.01%
948
+846
3002
$14K ﹤0.01%
10
3003
$14K ﹤0.01%
586
3004
$14K ﹤0.01%
1,450
+1,000
3005
$14K ﹤0.01%
810
+10
3006
$14K ﹤0.01%
1,043
3007
$14K ﹤0.01%
550
3008
$13K ﹤0.01%
587
+570
3009
$13K ﹤0.01%
3,500
+700
3010
$13K ﹤0.01%
723
+527
3011
$13K ﹤0.01%
500
3012
$13K ﹤0.01%
18,000
3013
$13K ﹤0.01%
+10
3014
$13K ﹤0.01%
1,350
3015
$13K ﹤0.01%
2,502
3016
$13K ﹤0.01%
+473
3017
$13K ﹤0.01%
500
3018
$13K ﹤0.01%
836
3019
$13K ﹤0.01%
291
3020
$13K ﹤0.01%
333
3021
$13K ﹤0.01%
450
3022
$13K ﹤0.01%
1,425
3023
$13K ﹤0.01%
450
-496
3024
$13K ﹤0.01%
1,477
+177
3025
$13K ﹤0.01%
725
-500