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
$13.8B
AUM Growth
+$985M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,649
New
Increased
Reduced
Closed

Top Buys

1
+$75.7M
2
+$74.9M
3
+$67.9M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$57.6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$55.4M

Top Sells

1
+$35.5M
2
+$13.1M
3
+$10.8M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$10.1M
5
VB icon
Vanguard Small-Cap ETF
VB
+$7.73M

Sector Composition

1 Energy 5.61%
2 Financials 4.67%
3 Technology 3.18%
4 Healthcare 2.39%
5 Communication Services 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2876
$17K ﹤0.01%
2,000
2877
$17K ﹤0.01%
641
-435
2878
$17K ﹤0.01%
446
2879
$17K ﹤0.01%
2,500
+2,000
2880
$17K ﹤0.01%
400
2881
$17K ﹤0.01%
300
2882
$17K ﹤0.01%
500
-300
2883
$17K ﹤0.01%
1,358
+962
2884
$17K ﹤0.01%
10
2885
$17K ﹤0.01%
1,618
-318
2886
$17K ﹤0.01%
681
2887
$17K ﹤0.01%
2,289
2888
$17K ﹤0.01%
1,078
+5
2889
$17K ﹤0.01%
741
+80
2890
$16K ﹤0.01%
810
-2,268
2891
$16K ﹤0.01%
+684
2892
$16K ﹤0.01%
315
2893
$16K ﹤0.01%
400
+275
2894
$16K ﹤0.01%
864
2895
$16K ﹤0.01%
+688
2896
$16K ﹤0.01%
1,000
2897
$16K ﹤0.01%
2,012
-3,310
2898
$16K ﹤0.01%
597
2899
$16K ﹤0.01%
764
+762
2900
$16K ﹤0.01%
500
114 115
116
117 118