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
3276
$9K ﹤0.01%
571
3277
$9K ﹤0.01%
13,045
3278
$9K ﹤0.01%
200
3279
$9K ﹤0.01%
1,232
+1,000
3280
$9K ﹤0.01%
480
3281
$9K ﹤0.01%
625
+308
3282
$9K ﹤0.01%
1,197
3283
$9K ﹤0.01%
57
3284
$9K ﹤0.01%
10
3285
$9K ﹤0.01%
600
-310
3286
$9K ﹤0.01%
234
+10
3287
$9K ﹤0.01%
210
3288
$9K ﹤0.01%
+135
3289
$9K ﹤0.01%
887
3290
$9K ﹤0.01%
294
-6
3291
$9K ﹤0.01%
1,000
3292
$9K ﹤0.01%
2,800
-300
3293
$9K ﹤0.01%
390
3294
$9K ﹤0.01%
1,382
3295
$8K ﹤0.01%
300
3296
$8K ﹤0.01%
131
3297
$8K ﹤0.01%
275
3298
$8K ﹤0.01%
2,000
3299
$8K ﹤0.01%
200
3300
$8K ﹤0.01%
+442
130 131
132
133 134