Creative Planning Portfolio holdings
AUM
$117B
This Quarter Return
+1.97%
1 Year Return
+13.67%
3 Year Return
+45.97%
5 Year Return
+68.1%
10 Year Return
+115.56%
AUM
$19.7B
AUM Growth
+$19.7B
(+7.9%)
Cap. Flow
+$1.1B
Cap. Flow
% of AUM
5.56%
Top 10 Holdings %
Top 10 Hldgs %
52.71%
Holding
4,948
New
294
Increased
1,730
Reduced
1,381
Closed
298
Top Buys
Top Sells
| 1 |
ETP
Energy Transfer Partners L.p.
ETP
|
$99.7M |
| 2 |
Vanguard Large-Cap ETF
VV
|
$15.4M |
| 3 |
Schwab International Equity ETF
SCHF
|
$9.99M |
| 4 |
ArcelorMittal
MT
|
$8.01M |
| 5 |
BLUE
bluebird bio
BLUE
|
$4.96M |
Sector Composition
| 1 | Financials | 5.13% |
| 2 | Energy | 4.03% |
| 3 | Technology | 3.69% |
| 4 | Healthcare | 2.31% |
| 5 | Communication Services | 2.24% |
