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
$5.86B
AUM Growth
+$813M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,732
New
Increased
Reduced
Closed

Top Buys

1
+$70M
2
+$69.2M
3
+$58.9M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$51.6M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$25.9M

Top Sells

1
+$76.7M
2
+$5.2M
3
+$3.7M
4
PGX icon
Invesco Preferred ETF
PGX
+$3.62M
5
NMZ icon
Nuveen Municipal High Income Opportunity Fund
NMZ
+$2.85M

Sector Composition

1 Energy 6.93%
2 Financials 4.54%
3 Technology 3.35%
4 Industrials 2.5%
5 Healthcare 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1776
$38K ﹤0.01%
1,422
+1,000
1777
$38K ﹤0.01%
1,400
1778
$38K ﹤0.01%
344
-75
1779
$38K ﹤0.01%
+1,854
1780
$38K ﹤0.01%
1,400
+1,199
1781
$38K ﹤0.01%
850
1782
$38K ﹤0.01%
2,514
1783
$38K ﹤0.01%
1,773
+388
1784
$37K ﹤0.01%
1,530
1785
$37K ﹤0.01%
1,098
1786
$37K ﹤0.01%
460
-1,190
1787
$37K ﹤0.01%
6,105
1788
$37K ﹤0.01%
1,365
+1,186
1789
$37K ﹤0.01%
489
+485
1790
$37K ﹤0.01%
+3,000
1791
$37K ﹤0.01%
1,829
-149
1792
$37K ﹤0.01%
400
1793
$37K ﹤0.01%
1,220
1794
$37K ﹤0.01%
600
1795
$37K ﹤0.01%
1,066
1796
$36K ﹤0.01%
598
+11
1797
$36K ﹤0.01%
1,010
1798
$36K ﹤0.01%
1,894
-2,300
1799
$36K ﹤0.01%
2,091
1800
$36K ﹤0.01%
1,225
+17
70 71
72
73 74