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
2426
$6K ﹤0.01%
+230
2427
$6K ﹤0.01%
+222
2428
$6K ﹤0.01%
+545
2429
$6K ﹤0.01%
+94
2430
$6K ﹤0.01%
+187
2431
$6K ﹤0.01%
+92
2432
$6K ﹤0.01%
+100
2433
$6K ﹤0.01%
+283
2434
$6K ﹤0.01%
+236
2435
$6K ﹤0.01%
+273
2436
$6K ﹤0.01%
+619
2437
$6K ﹤0.01%
+220
2438
$6K ﹤0.01%
+1,110
2439
$6K ﹤0.01%
+262
2440
$6K ﹤0.01%
+1,600
2441
$6K ﹤0.01%
+183
2442
$6K ﹤0.01%
+95
2443
$6K ﹤0.01%
+163
2444
$6K ﹤0.01%
+2,000
2445
$6K ﹤0.01%
+200
2446
$6K ﹤0.01%
+1,500
2447
$6K ﹤0.01%
+300
2448
$6K ﹤0.01%
+1,350
2449
$6K ﹤0.01%
+750
2450
$6K ﹤0.01%
+1,713