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 4.66%
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
3976
$1K ﹤0.01%
10,000
3977
$1K ﹤0.01%
203
+70
3978
$1K ﹤0.01%
200
3979
$1K ﹤0.01%
100
3980
$1K ﹤0.01%
300
+200
3981
$1K ﹤0.01%
86
-114
3982
$1K ﹤0.01%
+250
3983
$1K ﹤0.01%
+130
3984
$1K ﹤0.01%
+65
3985
$1K ﹤0.01%
400
3986
$1K ﹤0.01%
2,000
3987
$1K ﹤0.01%
+1,000
3988
$1K ﹤0.01%
28
3989
$1K ﹤0.01%
191
+56
3990
$1K ﹤0.01%
+40
3991
$1K ﹤0.01%
60
3992
$1K ﹤0.01%
+125
3993
$1K ﹤0.01%
9
-1,300
3994
$1K ﹤0.01%
87
3995
$1K ﹤0.01%
20
3996
$1K ﹤0.01%
285
3997
$1K ﹤0.01%
70
3998
$1K ﹤0.01%
75
3999
$1K ﹤0.01%
120
4000
$1K ﹤0.01%
4,850