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 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2126
$12K ﹤0.01%
+862
2127
$12K ﹤0.01%
+150
2128
$12K ﹤0.01%
+1,000
2129
$12K ﹤0.01%
+500
2130
$12K ﹤0.01%
+780
2131
$12K ﹤0.01%
+293
2132
$12K ﹤0.01%
+400
2133
$12K ﹤0.01%
+1,535
2134
$12K ﹤0.01%
+400
2135
$12K ﹤0.01%
+633
2136
$12K ﹤0.01%
+2
2137
$12K ﹤0.01%
+491
2138
$12K ﹤0.01%
+640
2139
$12K ﹤0.01%
+300
2140
$12K ﹤0.01%
+600
2141
$12K ﹤0.01%
+604
2142
$12K ﹤0.01%
+400
2143
$12K ﹤0.01%
+470
2144
$12K ﹤0.01%
+300
2145
$12K ﹤0.01%
+642
2146
$12K ﹤0.01%
+500
2147
$12K ﹤0.01%
+1,500
2148
$12K ﹤0.01%
+1,000
2149
$12K ﹤0.01%
+300
2150
$12K ﹤0.01%
+250