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
2401
$6K ﹤0.01%
+500
2402
$6K ﹤0.01%
+320
2403
$6K ﹤0.01%
+1,100
2404
$6K ﹤0.01%
+377
2405
$6K ﹤0.01%
+1,200
2406
$6K ﹤0.01%
+200
2407
$6K ﹤0.01%
+5,000
2408
$6K ﹤0.01%
+76
2409
$6K ﹤0.01%
+450
2410
$6K ﹤0.01%
+428
2411
$6K ﹤0.01%
+140
2412
$6K ﹤0.01%
+163
2413
$6K ﹤0.01%
+119
2414
$6K ﹤0.01%
+310
2415
$6K ﹤0.01%
+60
2416
$6K ﹤0.01%
+301
2417
$6K ﹤0.01%
+831
2418
$6K ﹤0.01%
+1,000
2419
$6K ﹤0.01%
+500
2420
$6K ﹤0.01%
+345
2421
$6K ﹤0.01%
+314
2422
$6K ﹤0.01%
+458
2423
$6K ﹤0.01%
+400
2424
$6K ﹤0.01%
+335
2425
$6K ﹤0.01%
+147