Creative Planning Portfolio holdings
AUM
$117B
This Quarter Return
+5.3%
1 Year Return
+13.67%
3 Year Return
+45.97%
5 Year Return
+68.1%
10 Year Return
+115.56%
AUM
$7.71B
AUM Growth
+$7.71B
(+16%)
Cap. Flow
+$810M
Cap. Flow
% of AUM
10.51%
Top 10 Holdings %
Top 10 Hldgs %
49.21%
Holding
4,070
New
399
Increased
1,424
Reduced
904
Closed
275
Top Buys
| 1 |
Gentex
GNTX
|
$74.2M |
| 2 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$73.3M |
| 3 |
Apple
AAPL
|
$71.5M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$67.5M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$66.1M |
Top Sells
| 1 |
WisdomTree Emerging Markets Local Debt Fund
ELD
|
$14.1M |
| 2 |
Synovus
SNV
|
$9.7M |
| 3 |
Baidu
BIDU
|
$6.64M |
| 4 |
Archer Daniels Midland
ADM
|
$5.26M |
| 5 |
Amgen
AMGN
|
$4.25M |
Sector Composition
| 1 | Energy | 7.74% |
| 2 | Financials | 4.73% |
| 3 | Technology | 3.32% |
| 4 | Industrials | 2.55% |
| 5 | Consumer Discretionary | 2.43% |
