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
2101
$13K ﹤0.01%
+720
2102
$13K ﹤0.01%
+560
2103
$13K ﹤0.01%
+3,100
2104
$13K ﹤0.01%
+138
2105
$13K ﹤0.01%
+1,900
2106
$13K ﹤0.01%
+1,491
2107
$13K ﹤0.01%
+1,433
2108
$13K ﹤0.01%
+1,350
2109
$13K ﹤0.01%
+1,006
2110
$13K ﹤0.01%
+280
2111
$13K ﹤0.01%
+400
2112
$13K ﹤0.01%
+1,150
2113
$13K ﹤0.01%
+600
2114
$13K ﹤0.01%
+260
2115
$13K ﹤0.01%
+700
2116
$13K ﹤0.01%
+1,500
2117
$13K ﹤0.01%
+192
2118
$13K ﹤0.01%
+1,400
2119
$13K ﹤0.01%
+700
2120
$13K ﹤0.01%
+550
2121
$13K ﹤0.01%
+1,100
2122
$13K ﹤0.01%
+1,003
2123
$13K ﹤0.01%
+600
2124
$13K ﹤0.01%
+500
2125
$12K ﹤0.01%
+175