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
2376
$7K ﹤0.01%
+4,089
2377
$7K ﹤0.01%
+192
2378
$7K ﹤0.01%
+200
2379
$7K ﹤0.01%
+410
2380
$7K ﹤0.01%
+1,100
2381
$7K ﹤0.01%
+1,575
2382
$7K ﹤0.01%
+700
2383
$7K ﹤0.01%
+2,000
2384
$7K ﹤0.01%
+615
2385
$7K ﹤0.01%
+120
2386
$7K ﹤0.01%
+388
2387
$7K ﹤0.01%
+1,000
2388
$7K ﹤0.01%
+460
2389
$7K ﹤0.01%
+213
2390
$7K ﹤0.01%
+13,100
2391
$7K ﹤0.01%
+433
2392
$7K ﹤0.01%
+250
2393
$7K ﹤0.01%
+177
2394
$7K ﹤0.01%
+450
2395
$7K ﹤0.01%
+810
2396
$7K ﹤0.01%
+1,150
2397
$7K ﹤0.01%
+500
2398
$7K ﹤0.01%
+111
2399
$6K ﹤0.01%
+4,127
2400
$6K ﹤0.01%
+639