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 4.66%
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
3276
$9K ﹤0.01%
1,000
3277
$9K ﹤0.01%
2,800
-300
3278
$9K ﹤0.01%
870
3279
$9K ﹤0.01%
300
3280
$9K ﹤0.01%
128
3281
$9K ﹤0.01%
500
3282
$9K ﹤0.01%
750
+22
3283
$9K ﹤0.01%
710
+510
3284
$9K ﹤0.01%
390
3285
$9K ﹤0.01%
1,382
3286
$9K ﹤0.01%
1,044
-456
3287
$9K ﹤0.01%
750
+250
3288
$9K ﹤0.01%
1,695
3289
$9K ﹤0.01%
846
+10
3290
$9K ﹤0.01%
546
3291
$9K ﹤0.01%
5,536
+2,536
3292
$9K ﹤0.01%
13,045
3293
$9K ﹤0.01%
837
3294
$9K ﹤0.01%
571
3295
$8K ﹤0.01%
1,600
3296
$8K ﹤0.01%
300
3297
$8K ﹤0.01%
131
3298
$8K ﹤0.01%
275
3299
$8K ﹤0.01%
2,000
3300
$8K ﹤0.01%
200