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
$7.71B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,070
New
Increased
Reduced
Closed

Top Buys

1
+$74.2M
2
+$73.3M
3
+$67.5M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$66.1M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$43.6M

Top Sells

1
+$14.1M
2
+$6.64M
3
+$5.26M
4
AMGN icon
Amgen
AMGN
+$4.25M
5
PXI icon
Invesco Dorsey Wright Energy Momentum ETF
PXI
+$3.76M

Sector Composition

1 Energy 7.74%
2 Financials 4.73%
3 Technology 3.32%
4 Industrials 2.55%
5 Consumer Discretionary 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1276
$126K ﹤0.01%
2,091
-193
1277
$126K ﹤0.01%
10,200
+9,500
1278
$126K ﹤0.01%
9,466
1279
$126K ﹤0.01%
1,768
+145
1280
$126K ﹤0.01%
5,890
+154
1281
$126K ﹤0.01%
1,000
+846
1282
$125K ﹤0.01%
1,200
-824
1283
$125K ﹤0.01%
4,843
+278
1284
$125K ﹤0.01%
7,729
+94
1285
$125K ﹤0.01%
3,351
-1,091
1286
$124K ﹤0.01%
2,500
1287
$124K ﹤0.01%
3,738
+42
1288
$124K ﹤0.01%
5,000
1289
$124K ﹤0.01%
2,341
-520
1290
$124K ﹤0.01%
56
+5
1291
$124K ﹤0.01%
3,571
+1
1292
$124K ﹤0.01%
9,619
-1,583
1293
$124K ﹤0.01%
2,360
+100
1294
$123K ﹤0.01%
11,321
+9,650
1295
$123K ﹤0.01%
2,561
+560
1296
$123K ﹤0.01%
2,427
+487
1297
$123K ﹤0.01%
16,151
-1,144
1298
$123K ﹤0.01%
9,862
-1,000
1299
$123K ﹤0.01%
15,744
+12,372
1300
$123K ﹤0.01%
5,191
+1,426
50 51
52
53 54