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
1801
$24K ﹤0.01%
+476
1802
$24K ﹤0.01%
+1,000
1803
$24K ﹤0.01%
+1,680
1804
$23K ﹤0.01%
+3
1805
$23K ﹤0.01%
+986
1806
$23K ﹤0.01%
+190
1807
$23K ﹤0.01%
+550
1808
$23K ﹤0.01%
+2,593
1809
$23K ﹤0.01%
+370
1810
$23K ﹤0.01%
+350
1811
$23K ﹤0.01%
+344
1812
$23K ﹤0.01%
+750
1813
$23K ﹤0.01%
+970
1814
$23K ﹤0.01%
+791
1815
$23K ﹤0.01%
+2,096
1816
$23K ﹤0.01%
+1,208
1817
$23K ﹤0.01%
+6
1818
$23K ﹤0.01%
+509
1819
$23K ﹤0.01%
+1,800
1820
$23K ﹤0.01%
+50
1821
$23K ﹤0.01%
+1,029
1822
$23K ﹤0.01%
+598
1823
$23K ﹤0.01%
+500
1824
$23K ﹤0.01%
+3,900
1825
$23K ﹤0.01%
+1,695