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
2026
$16K ﹤0.01%
+2,109
2027
$16K ﹤0.01%
+524
2028
$16K ﹤0.01%
+1,100
2029
$16K ﹤0.01%
+1,250
2030
$16K ﹤0.01%
+1
2031
$16K ﹤0.01%
+1,320
2032
$16K ﹤0.01%
+1,807
2033
$15K ﹤0.01%
+3,647
2034
$15K ﹤0.01%
+114
2035
0
2036
$15K ﹤0.01%
+830
2037
$15K ﹤0.01%
+211
2038
$15K ﹤0.01%
+3,808
2039
$15K ﹤0.01%
+700
2040
$15K ﹤0.01%
+591
2041
$15K ﹤0.01%
+169
2042
$15K ﹤0.01%
+1,129
2043
$15K ﹤0.01%
+400
2044
$15K ﹤0.01%
+2,056
2045
$15K ﹤0.01%
+530
2046
$15K ﹤0.01%
+1,131
2047
$15K ﹤0.01%
+1,278
2048
$15K ﹤0.01%
+1,400
2049
$15K ﹤0.01%
+300
2050
$15K ﹤0.01%
+1,416