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
3101
$0 ﹤0.01%
+100
3102
$0 ﹤0.01%
+55
3103
$0 ﹤0.01%
+120
3104
$0 ﹤0.01%
+100
3105
$0 ﹤0.01%
+5
3106
$0 ﹤0.01%
+9
3107
$0 ﹤0.01%
+11
3108
$0 ﹤0.01%
+22,560
3109
$0 ﹤0.01%
+179
3110
$0 ﹤0.01%
+2
3111
$0 ﹤0.01%
+8
3112
$0 ﹤0.01%
+10
3113
$0 ﹤0.01%
+8
3114
$0 ﹤0.01%
+20
3115
$0 ﹤0.01%
+4
3116
0
3117
$0 ﹤0.01%
+4
3118
$0 ﹤0.01%
+16
3119
$0 ﹤0.01%
+109
3120
$0 ﹤0.01%
+200
3121
$0 ﹤0.01%
+20
3122
$0 ﹤0.01%
+16
3123
0
3124
$0 ﹤0.01%
+25
3125
$0 ﹤0.01%
+25