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
2451
$6K ﹤0.01%
+320
2452
$6K ﹤0.01%
+1,100
2453
$6K ﹤0.01%
+377
2454
$6K ﹤0.01%
+1,200
2455
$6K ﹤0.01%
+200
2456
$6K ﹤0.01%
+5,000
2457
$6K ﹤0.01%
+222
2458
$6K ﹤0.01%
+427
2459
$6K ﹤0.01%
+292
2460
$5K ﹤0.01%
+200
2461
$5K ﹤0.01%
+298
2462
$5K ﹤0.01%
+134
2463
$5K ﹤0.01%
+500
2464
$5K ﹤0.01%
+106
2465
$5K ﹤0.01%
+675
2466
$5K ﹤0.01%
+650
2467
$5K ﹤0.01%
+100
2468
$5K ﹤0.01%
+10
2469
$5K ﹤0.01%
+100
2470
$5K ﹤0.01%
+300
2471
$5K ﹤0.01%
+1,117
2472
$5K ﹤0.01%
+300
2473
$5K ﹤0.01%
+102
2474
$5K ﹤0.01%
+600
2475
$5K ﹤0.01%
+100