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
3651
$4K ﹤0.01%
+438
3652
$4K ﹤0.01%
2,734
3653
$4K ﹤0.01%
389
3654
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100
3655
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+295
3656
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+75
3657
0
3658
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264
3659
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1,300
3660
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5
+4
3661
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510
-223
3662
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560
3663
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38
3664
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322
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3665
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11
3666
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+250
3667
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3668
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3669
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3670
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3671
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90
3672
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50
+35
3673
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1,000
3674
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1,670
3675
$4K ﹤0.01%
200