Creative Planning Portfolio holdings
AUM
$117B
1-Year Return
13.67%
This Quarter Return
+3.81%
1 Year Return
+13.67%
3 Year Return
+45.97%
5 Year Return
+68.1%
10 Year Return
+115.56%
AUM
$23.2B
AUM Growth
+$1.67B
(+7.8%)
Cap. Flow
+$883M
Cap. Flow
% of AUM
3.81%
Top 10 Holdings %
Top 10 Hldgs %
55.69%
Holding
2,044
New
179
Increased
813
Reduced
702
Closed
162
Top Buys
Top Sells
| 1 |
InterDigital
IDCC
|
$99.7M |
| 2 |
SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
$50M |
| 3 |
Walt Disney
DIS
|
$39M |
| 4 |
Universal Display
OLED
|
$34.1M |
| 5 |
Meta Platforms (Facebook)
META
|
$31.7M |
Sector Composition
| 1 | Financials | 5.15% |
| 2 | Technology | 3.69% |
| 3 | Energy | 3.17% |
| 4 | Healthcare | 2.11% |
| 5 | Communication Services | 1.94% |
