Creative Planning Portfolio holdings
AUM
$117B
This Quarter Return
-7.71%
1 Year Return
+13.67%
3 Year Return
+45.97%
5 Year Return
+68.1%
10 Year Return
+115.56%
AUM
$11.3B
AUM Growth
+$11.3B
(+2.8%)
Cap. Flow
+$1.21B
Cap. Flow
% of AUM
10.72%
Top 10 Holdings %
Top 10 Hldgs %
47.28%
Holding
4,351
New
3,218
Increased
506
Reduced
430
Closed
40
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$130M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$124M |
| 3 |
Schwab International Equity ETF
SCHF
|
$88.5M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$61M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$52.1M |
Top Sells
Sector Composition
| 1 | Energy | 5.51% |
| 2 | Financials | 4.67% |
| 3 | Technology | 3.79% |
| 4 | Healthcare | 2.54% |
| 5 | Communication Services | 2.39% |