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
2051
$15K ﹤0.01%
+1,000
2052
$15K ﹤0.01%
+1,176
2053
$15K ﹤0.01%
+750
2054
$15K ﹤0.01%
+135
2055
$15K ﹤0.01%
+306
2056
$15K ﹤0.01%
+1,210
2057
$15K ﹤0.01%
+257
2058
$15K ﹤0.01%
+900
2059
$15K ﹤0.01%
+1,492
2060
$15K ﹤0.01%
+1,442
2061
$15K ﹤0.01%
+572
2062
$14K ﹤0.01%
+600
2063
$14K ﹤0.01%
+601
2064
$14K ﹤0.01%
+343
2065
$14K ﹤0.01%
+339
2066
$14K ﹤0.01%
+482
2067
$14K ﹤0.01%
+1,000
2068
$14K ﹤0.01%
+665
2069
$14K ﹤0.01%
+294
2070
$14K ﹤0.01%
+2,650
2071
$14K ﹤0.01%
+1,019
2072
$14K ﹤0.01%
+9,035
2073
$14K ﹤0.01%
+1,000
2074
$14K ﹤0.01%
+2,425
2075
$14K ﹤0.01%
+224