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
2351
$7K ﹤0.01%
+413
2352
$7K ﹤0.01%
+100
2353
$7K ﹤0.01%
+300
2354
$7K ﹤0.01%
+1,041
2355
$7K ﹤0.01%
+101
2356
$7K ﹤0.01%
+76
2357
$7K ﹤0.01%
+621
2358
$7K ﹤0.01%
+160
2359
$7K ﹤0.01%
+300
2360
$7K ﹤0.01%
+489
2361
$7K ﹤0.01%
+250
2362
$7K ﹤0.01%
+177
2363
$7K ﹤0.01%
+520
2364
$7K ﹤0.01%
+223
2365
$7K ﹤0.01%
+836
2366
$7K ﹤0.01%
+299
2367
$7K ﹤0.01%
+200
2368
$7K ﹤0.01%
+800
2369
0
2370
$7K ﹤0.01%
+500
2371
$7K ﹤0.01%
+5,000
2372
$7K ﹤0.01%
+200
2373
$7K ﹤0.01%
+135
2374
$7K ﹤0.01%
+150
2375
$7K ﹤0.01%
+262