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 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3126
$0 ﹤0.01%
+400
3127
$0 ﹤0.01%
+28
3128
$0 ﹤0.01%
+8
3129
$0 ﹤0.01%
+200
3130
$0 ﹤0.01%
+826
3131
$0 ﹤0.01%
+71
3132
$0 ﹤0.01%
+49
3133
$0 ﹤0.01%
+2,700
3134
$0 ﹤0.01%
+5
3135
0
3136
$0 ﹤0.01%
+20,000
3137
$0 ﹤0.01%
+11
3138
$0 ﹤0.01%
+4
3139
$0 ﹤0.01%
+8
3140
$0 ﹤0.01%
+5
3141
$0 ﹤0.01%
+82
3142
$0 ﹤0.01%
+1,000
3143
$0 ﹤0.01%
+50
3144
$0 ﹤0.01%
+200
3145
$0 ﹤0.01%
+80
3146
$0 ﹤0.01%
+11
3147
$0 ﹤0.01%
+100
3148
$0 ﹤0.01%
+59
3149
$0 ﹤0.01%
+62
3150
$0 ﹤0.01%
+33