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
3026
$0 ﹤0.01%
+48
3027
$0 ﹤0.01%
+400
3028
$0 ﹤0.01%
+9
3029
$0 ﹤0.01%
+156
3030
$0 ﹤0.01%
+3
3031
0
3032
$0 ﹤0.01%
+66
3033
$0 ﹤0.01%
+1
3034
$0 ﹤0.01%
+50
3035
$0 ﹤0.01%
+7
3036
$0 ﹤0.01%
+75
3037
$0 ﹤0.01%
+3
3038
$0 ﹤0.01%
+19
3039
$0 ﹤0.01%
+35
3040
$0 ﹤0.01%
+6
3041
0
3042
$0 ﹤0.01%
+2
3043
$0 ﹤0.01%
+12
3044
$0 ﹤0.01%
+8
3045
$0 ﹤0.01%
+44
3046
$0 ﹤0.01%
+2
3047
0
3048
$0 ﹤0.01%
+8
3049
$0 ﹤0.01%
+8,900
3050
$0 ﹤0.01%
+34