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
4026
$1K ﹤0.01%
2,000
-500
4027
$1K ﹤0.01%
165
4028
$1K ﹤0.01%
150
4029
$1K ﹤0.01%
2,500
4030
$1K ﹤0.01%
567
4031
$1K ﹤0.01%
100
-10
4032
$1K ﹤0.01%
118
4033
$1K ﹤0.01%
82
4034
$1K ﹤0.01%
200
4035
$1K ﹤0.01%
+100
4036
$1K ﹤0.01%
1,495
4037
$1K ﹤0.01%
+1
4038
$1K ﹤0.01%
93
4039
$1K ﹤0.01%
17
4040
$1K ﹤0.01%
106
4041
$1K ﹤0.01%
34
4042
$1K ﹤0.01%
120
4043
$1K ﹤0.01%
47
4044
$1K ﹤0.01%
83
4045
$1K ﹤0.01%
214
4046
$1K ﹤0.01%
100
4047
$1K ﹤0.01%
+13
4048
$1K ﹤0.01%
50
4049
$1K ﹤0.01%
+201
4050
$1K ﹤0.01%
100