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
2276
$9K ﹤0.01%
+793
2277
$9K ﹤0.01%
+76
2278
$9K ﹤0.01%
+24
2279
$9K ﹤0.01%
+226
2280
$9K ﹤0.01%
+382
2281
$9K ﹤0.01%
+236
2282
$9K ﹤0.01%
+356
2283
$9K ﹤0.01%
+521
2284
$9K ﹤0.01%
+136
2285
$9K ﹤0.01%
+760
2286
$9K ﹤0.01%
+500
2287
$9K ﹤0.01%
+647
2288
$9K ﹤0.01%
+337
2289
$9K ﹤0.01%
+394
2290
$9K ﹤0.01%
+451
2291
$9K ﹤0.01%
+667
2292
$9K ﹤0.01%
+200
2293
$9K ﹤0.01%
+180
2294
$9K ﹤0.01%
+1,000
2295
$9K ﹤0.01%
+435
2296
$8K ﹤0.01%
+200
2297
$8K ﹤0.01%
+2,019
2298
$8K ﹤0.01%
+116
2299
$8K ﹤0.01%
+2,250
2300
$8K ﹤0.01%
+200