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
$64.6B
AUM Growth
+$2.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,415
New
Increased
Reduced
Closed

Top Buys

1
+$1.15B
2
+$298M
3
+$273M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$203M
5
VV icon
Vanguard Large-Cap ETF
VV
+$199M

Top Sells

1
+$316M
2
+$158M
3
+$111M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$54.7M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$35.8M

Sector Composition

1 Technology 4.76%
2 Financials 3.32%
3 Consumer Discretionary 1.79%
4 Healthcare 1.49%
5 Communication Services 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$13.5M 0.02%
165,916
+40,857
277
$13.5M 0.02%
58,552
+41,762
278
$13.4M 0.02%
44,515
+2,951
279
$13.4M 0.02%
408,462
-131,592
280
$13.3M 0.02%
172,763
+134,037
281
$13.3M 0.02%
132,820
+3,836
282
$13.1M 0.02%
159,185
+3,217
283
$13M 0.02%
596,075
-150,063
284
$13M 0.02%
488,510
-159,112
285
$12.9M 0.02%
276,850
+34,419
286
$12.8M 0.02%
199,241
+47,660
287
$12.6M 0.02%
38,267
+4,676
288
$12.6M 0.02%
50,089
+5,618
289
$12.6M 0.02%
28,120
+10,752
290
$12.5M 0.02%
173,931
-3,149
291
$12.5M 0.02%
73,301
+34,257
292
$12.4M 0.02%
118,415
+3,260
293
$12M 0.02%
194,373
+10,821
294
$11.9M 0.02%
368,201
+9,613
295
$11.9M 0.02%
44,605
+1,862
296
$11.8M 0.02%
15,386
+6,720
297
$11.5M 0.02%
20,566
+4,850
298
$11.4M 0.02%
112,558
+21,607
299
$11.3M 0.02%
148,638
+6,929
300
$11.1M 0.02%
172,069
+163,359
10 11
12
13 14