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
$4.3B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,220
New
Increased
Reduced
Closed

Top Buys

1 +$360M
2 +$357M
3 +$265M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$253M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$247M

Top Sells

No sells this quarter

Sector Composition

1 Energy 6.64%
2 Financials 4.54%
3 Technology 2.95%
4 Healthcare 2.04%
5 Industrials 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$324K 0.01%
+12,873
527
$323K 0.01%
+7,188
528
$323K 0.01%
+7,215
529
$322K 0.01%
+9,353
530
$318K 0.01%
+3,559
531
$318K 0.01%
+8,011
532
$316K 0.01%
+12,875
533
$316K 0.01%
+4,888
534
$316K 0.01%
+24,937
535
$313K 0.01%
+6,177
536
$307K 0.01%
+6,580
537
$307K 0.01%
+11,057
538
$307K 0.01%
+6,584
539
$306K 0.01%
+10,242
540
$305K 0.01%
+102,284
541
$303K 0.01%
+27,476
542
$300K 0.01%
+10,000
543
$299K 0.01%
+7,127
544
$299K 0.01%
+239
545
$298K 0.01%
+16,669
546
$298K 0.01%
+5,058
547
$297K 0.01%
+8,163
548
$292K 0.01%
+872
549
$292K 0.01%
+11,804
550
$291K 0.01%
+25,313