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
2301
$8K ﹤0.01%
+2,250
2302
$8K ﹤0.01%
+200
2303
$8K ﹤0.01%
+9,455
2304
$8K ﹤0.01%
+408
2305
$8K ﹤0.01%
+222
2306
$8K ﹤0.01%
+300
2307
$8K ﹤0.01%
+5,449
2308
$8K ﹤0.01%
+45
2309
$8K ﹤0.01%
+256
2310
$8K ﹤0.01%
+252
2311
$8K ﹤0.01%
+233
2312
$8K ﹤0.01%
+500
2313
$8K ﹤0.01%
+145
2314
$8K ﹤0.01%
+177
2315
$8K ﹤0.01%
+975
2316
$8K ﹤0.01%
+1,146
2317
$8K ﹤0.01%
+61
2318
$8K ﹤0.01%
+500
2319
$8K ﹤0.01%
+699
2320
$8K ﹤0.01%
+300
2321
$8K ﹤0.01%
+400
2322
$8K ﹤0.01%
+526
2323
$8K ﹤0.01%
+600
2324
$8K ﹤0.01%
+375
2325
$8K ﹤0.01%
+490