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
2326
$8K ﹤0.01%
+32
2327
$8K ﹤0.01%
+600
2328
$8K ﹤0.01%
+381
2329
$8K ﹤0.01%
+251
2330
$8K ﹤0.01%
+317
2331
$8K ﹤0.01%
+220
2332
$8K ﹤0.01%
+353
2333
$8K ﹤0.01%
+406
2334
$8K ﹤0.01%
+1,000
2335
$8K ﹤0.01%
+200
2336
$8K ﹤0.01%
+556
2337
$8K ﹤0.01%
+4,300
2338
$8K ﹤0.01%
+6,105
2339
$8K ﹤0.01%
+100
2340
$8K ﹤0.01%
+2,900
2341
$8K ﹤0.01%
+200
2342
$8K ﹤0.01%
+150
2343
$8K ﹤0.01%
+977
2344
$8K ﹤0.01%
+1,200
2345
$8K ﹤0.01%
+300
2346
$8K ﹤0.01%
+200
2347
$7K ﹤0.01%
+13,100
2348
$7K ﹤0.01%
+433
2349
$7K ﹤0.01%
+103
2350
$7K ﹤0.01%
+103