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
2251
$10K ﹤0.01%
+150
2252
$10K ﹤0.01%
+257
2253
$10K ﹤0.01%
+1,450
2254
$10K ﹤0.01%
+1,250
2255
$10K ﹤0.01%
+5,100
2256
$10K ﹤0.01%
+1,000
2257
$10K ﹤0.01%
+350
2258
$10K ﹤0.01%
+1,000
2259
$9K ﹤0.01%
+300
2260
$9K ﹤0.01%
+406
2261
$9K ﹤0.01%
+500
2262
$9K ﹤0.01%
+1,008
2263
$9K ﹤0.01%
+339
2264
$9K ﹤0.01%
+1,040
2265
$9K ﹤0.01%
+207
2266
$9K ﹤0.01%
+300
2267
$9K ﹤0.01%
+1,000
2268
$9K ﹤0.01%
+435
2269
$9K ﹤0.01%
+357
2270
$9K ﹤0.01%
+1,441
2271
$9K ﹤0.01%
+264
2272
$9K ﹤0.01%
+303
2273
$9K ﹤0.01%
+83
2274
$9K ﹤0.01%
+1,042
2275
$9K ﹤0.01%
+399