Creative Planning

Creative Planning Portfolio holdings

AUM $140B
1-Year Est. Return 18.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.71B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,070
New
Increased
Reduced
Closed

Top Buys

1 +$74.5M
2 +$72.6M
3 +$65.6M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$65.3M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$41.9M

Top Sells

1 +$13.8M
2 +$5.82M
3 +$5.27M
4
AMGN icon
Amgen
AMGN
+$4.16M
5
PXI icon
Invesco Dorsey Wright Energy Momentum ETF
PXI
+$3.5M

Sector Composition

1 Energy 7.74%
2 Financials 4.73%
3 Technology 3.32%
4 Industrials 2.55%
5 Consumer Discretionary 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3101
$5K ﹤0.01%
150
3102
$5K ﹤0.01%
4
-20
3103
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288
3104
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+216
3105
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288
3106
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266
+250
3107
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+200
3108
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+3
3109
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1,000
3110
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+200
3111
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453
3112
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+2
3113
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368
+104
3114
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200
3115
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+200
3116
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203
-7,900
3117
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3118
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+1,000
3119
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+10
3120
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196
3121
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400
3122
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5
3123
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500
3124
$5K ﹤0.01%
200
3125
$5K ﹤0.01%
52
+7