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
3076
$0 ﹤0.01%
+4
3077
$0 ﹤0.01%
+30
3078
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+24
3079
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3080
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3081
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3082
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3083
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3084
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3085
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+100
3086
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3087
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3094
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3095
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+65
3096
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+3
3097
0
3098
$0 ﹤0.01%
+4
3099
$0 ﹤0.01%
+3
3100
$0 ﹤0.01%
+25