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
3051
$0 ﹤0.01%
+18
3052
$0 ﹤0.01%
+10
3053
$0 ﹤0.01%
+2
3054
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3055
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3056
$0 ﹤0.01%
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3057
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3058
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+4
3059
0
3060
$0 ﹤0.01%
+148
3061
$0 ﹤0.01%
+23
3062
$0 ﹤0.01%
+215
3063
$0 ﹤0.01%
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3064
$0 ﹤0.01%
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3065
$0 ﹤0.01%
+10
3066
$0 ﹤0.01%
+100
3067
$0 ﹤0.01%
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3068
$0 ﹤0.01%
+128
3069
$0 ﹤0.01%
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3070
$0 ﹤0.01%
+20
3071
$0 ﹤0.01%
+13
3072
0
3073
$0 ﹤0.01%
+17
3074
$0 ﹤0.01%
+2
3075
$0 ﹤0.01%
+40