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
$13.8B
AUM Growth
+$985M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,649
New
Increased
Reduced
Closed

Top Sells

1 +$36.5M
2 +$12.9M
3 +$10.7M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$10.4M
5
VB icon
Vanguard Small-Cap ETF
VB
+$7.59M

Sector Composition

1 Energy 5.61%
2 Financials 4.67%
3 Technology 3.18%
4 Healthcare 2.39%
5 Communication Services 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3226
$9K ﹤0.01%
225
3227
$9K ﹤0.01%
350
3228
$9K ﹤0.01%
896
+400
3229
$9K ﹤0.01%
2,000
3230
$9K ﹤0.01%
5,536
+2,536
3231
$9K ﹤0.01%
837
3232
$9K ﹤0.01%
500
-801
3233
$9K ﹤0.01%
4,620
3234
$9K ﹤0.01%
+800
3235
$9K ﹤0.01%
137
+40
3236
$9K ﹤0.01%
120
3237
$9K ﹤0.01%
236
3238
$9K ﹤0.01%
135
3239
$9K ﹤0.01%
840
3240
$9K ﹤0.01%
500
3241
$9K ﹤0.01%
438
3242
$9K ﹤0.01%
893
+379
3243
$9K ﹤0.01%
932
+150
3244
$9K ﹤0.01%
300
3245
$9K ﹤0.01%
1,293
3246
$9K ﹤0.01%
2,000
3247
$9K ﹤0.01%
400
-600
3248
$9K ﹤0.01%
700
3249
$9K ﹤0.01%
1,200
3250
$9K ﹤0.01%
900