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
2276
$9K ﹤0.01%
+445
2277
$9K ﹤0.01%
+416
2278
$9K ﹤0.01%
+793
2279
$9K ﹤0.01%
+76
2280
$9K ﹤0.01%
+24
2281
$9K ﹤0.01%
+226
2282
$9K ﹤0.01%
+382
2283
$9K ﹤0.01%
+236
2284
$9K ﹤0.01%
+356
2285
$9K ﹤0.01%
+521
2286
$9K ﹤0.01%
+136
2287
$9K ﹤0.01%
+760
2288
$9K ﹤0.01%
+500
2289
$9K ﹤0.01%
+647
2290
$9K ﹤0.01%
+337
2291
$9K ﹤0.01%
+394
2292
$9K ﹤0.01%
+451
2293
$9K ﹤0.01%
+667
2294
$9K ﹤0.01%
+200
2295
$9K ﹤0.01%
+180
2296
$8K ﹤0.01%
+1
2297
$8K ﹤0.01%
+317
2298
$8K ﹤0.01%
+300
2299
$8K ﹤0.01%
+2,019
2300
$8K ﹤0.01%
+116