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
$7.71B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,070
New
Increased
Reduced
Closed

Top Buys

1
+$74.2M
2
+$73.3M
3
+$67.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$66.1M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$43.6M

Top Sells

1
+$14.1M
2
+$6.64M
3
+$5.26M
4
AMGN icon
Amgen
AMGN
+$4.25M
5
PXI icon
Invesco Dorsey Wright Energy Momentum ETF
PXI
+$3.76M

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
3326
$2K ﹤0.01%
1,000
3327
$2K ﹤0.01%
+313
3328
$2K ﹤0.01%
+57
3329
$2K ﹤0.01%
+5
3330
$2K ﹤0.01%
67
+34
3331
$2K ﹤0.01%
104
3332
$2K ﹤0.01%
90
3333
$2K ﹤0.01%
150
3334
$2K ﹤0.01%
+83
3335
$2K ﹤0.01%
202
3336
$2K ﹤0.01%
+450
3337
$2K ﹤0.01%
+100
3338
$2K ﹤0.01%
+100
3339
$2K ﹤0.01%
28
3340
$2K ﹤0.01%
95
-45
3341
$2K ﹤0.01%
300
+150
3342
$2K ﹤0.01%
+21
3343
$2K ﹤0.01%
100
3344
$2K ﹤0.01%
52
3345
$2K ﹤0.01%
100
3346
$2K ﹤0.01%
150
3347
$2K ﹤0.01%
755
3348
$2K ﹤0.01%
100
3349
$2K ﹤0.01%
191
3350
$2K ﹤0.01%
440
+100
132 133
134
135 136