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

Top Sells

1 +$35.5M
2 +$13.1M
3 +$10.8M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$10.1M
5
VB icon
Vanguard Small-Cap ETF
VB
+$7.73M

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
3251
$9K ﹤0.01%
+650
3252
$9K ﹤0.01%
422
-250
3253
$9K ﹤0.01%
432
+50
3254
$9K ﹤0.01%
+1,000
3255
$9K ﹤0.01%
225
3256
$9K ﹤0.01%
+300
3257
$9K ﹤0.01%
350
3258
$9K ﹤0.01%
896
+400
3259
$9K ﹤0.01%
2,000
3260
$9K ﹤0.01%
800
3261
$9K ﹤0.01%
4,000
3262
$9K ﹤0.01%
500
3263
$9K ﹤0.01%
870
3264
$9K ﹤0.01%
300
3265
$9K ﹤0.01%
128
3266
$9K ﹤0.01%
500
3267
$9K ﹤0.01%
750
+22
3268
$9K ﹤0.01%
710
+510
3269
$9K ﹤0.01%
1,044
-456
3270
$9K ﹤0.01%
750
+250
3271
$9K ﹤0.01%
1,695
3272
$9K ﹤0.01%
846
+10
3273
$9K ﹤0.01%
546
3274
$9K ﹤0.01%
5,536
+2,536
3275
$9K ﹤0.01%
837