Creative Planning

Creative Planning Portfolio holdings

AUM $147B
1-Year Est. Return 18.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.77%
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
+$74.5M
2
+$72.6M
3
+$65.6M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$65.3M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$41.9M

Top Sells

1
+$13.8M
2
+$5.82M
3
+$5.27M
4
AMGN icon
Amgen
AMGN
+$4.16M
5
PXI icon
Invesco Dorsey Wright Energy Momentum ETF
PXI
+$3.5M

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
3351
$2K ﹤0.01%
202
3352
$2K ﹤0.01%
+450
3353
$2K ﹤0.01%
+21
3354
$2K ﹤0.01%
51
+41
3355
$2K ﹤0.01%
+107
3356
– –
0
3357
$2K ﹤0.01%
400
3358
$2K ﹤0.01%
100
3359
$2K ﹤0.01%
1,790
3360
$2K ﹤0.01%
191
3361
$2K ﹤0.01%
300
3362
$2K ﹤0.01%
96
-2,640
3363
$2K ﹤0.01%
400
3364
$2K ﹤0.01%
104
3365
$2K ﹤0.01%
54
-143
3366
$2K ﹤0.01%
33
3367
$2K ﹤0.01%
+500
3368
$2K ﹤0.01%
1,000
3369
$2K ﹤0.01%
+2,000
3370
$2K ﹤0.01%
225
3371
$2K ﹤0.01%
+100
3372
$2K ﹤0.01%
28
+3
3373
$2K ﹤0.01%
900
3374
$2K ﹤0.01%
300
3375
$2K ﹤0.01%
2,000
133 134
135
136 137