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 4.66%
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
3226
$9K ﹤0.01%
422
-250
3227
$9K ﹤0.01%
432
+50
3228
$9K ﹤0.01%
500
-801
3229
$9K ﹤0.01%
4,620
3230
$9K ﹤0.01%
+800
3231
$9K ﹤0.01%
137
+40
3232
$9K ﹤0.01%
120
3233
$9K ﹤0.01%
236
3234
$9K ﹤0.01%
135
3235
$9K ﹤0.01%
840
3236
$9K ﹤0.01%
500
3237
$9K ﹤0.01%
438
3238
$9K ﹤0.01%
893
+379
3239
$9K ﹤0.01%
932
+150
3240
$9K ﹤0.01%
300
3241
$9K ﹤0.01%
1,120
+520
3242
$9K ﹤0.01%
1,293
3243
$9K ﹤0.01%
2,000
3244
$9K ﹤0.01%
400
-600
3245
$9K ﹤0.01%
700
3246
$9K ﹤0.01%
1,200
3247
$9K ﹤0.01%
900
3248
$9K ﹤0.01%
583
3249
$9K ﹤0.01%
400
3250
$9K ﹤0.01%
500
128 129
130
131 132