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
$10.6B
AUM Growth
+$1.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,534
New
Increased
Reduced
Closed

Top Sells

1 +$473M
2 +$65.5M
3 +$18.8M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$9.09M
5
NGL icon
NGL Energy Partners
NGL
+$6.11M

Sector Composition

1 Energy 6.11%
2 Financials 4.56%
3 Technology 3.59%
4 Healthcare 2.49%
5 Consumer Discretionary 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3551
$4K ﹤0.01%
60
3552
$4K ﹤0.01%
300
3553
$4K ﹤0.01%
+100
3554
$4K ﹤0.01%
300
3555
$4K ﹤0.01%
196
3556
$4K ﹤0.01%
+205
3557
$4K ﹤0.01%
+650
3558
$4K ﹤0.01%
+100
3559
$4K ﹤0.01%
3,000
3560
$4K ﹤0.01%
+236
3561
$4K ﹤0.01%
500
3562
$4K ﹤0.01%
+73
3563
$4K ﹤0.01%
310
-300
3564
$4K ﹤0.01%
1,000
3565
$4K ﹤0.01%
41
3566
$4K ﹤0.01%
196
+15
3567
$4K ﹤0.01%
200
3568
$4K ﹤0.01%
+200
3569
$4K ﹤0.01%
301
3570
$4K ﹤0.01%
+128
3571
$4K ﹤0.01%
73
3572
$4K ﹤0.01%
+500
3573
$4K ﹤0.01%
+100
3574
$4K ﹤0.01%
100
3575
$4K ﹤0.01%
400