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
326
$9.55M 0.01%
132,305
+15,215
327
$9.54M 0.01%
167,316
-473
328
$9.53M 0.01%
248,685
+65,710
329
$9.5M 0.01%
62,590
+6,371
330
$9.46M 0.01%
156,180
+12,633
331
$9.43M 0.01%
+266,536
332
$9.36M 0.01%
78,224
+1,151
333
$9.22M 0.01%
84,759
-13,455
334
$9.16M 0.01%
118,979
+6,492
335
$9.11M 0.01%
54,125
-1,201
336
$9.08M 0.01%
34,618
-269
337
$8.88M 0.01%
194,580
+24,270
338
$8.77M 0.01%
50,887
+16,104
339
$8.76M 0.01%
53,012
+15,885
340
$8.72M 0.01%
76,536
+8,582
341
$8.72M 0.01%
93,416
+53,885
342
$8.71M 0.01%
124,725
+120,431
343
$8.64M 0.01%
313,318
+13,793
344
$8.64M 0.01%
35,815
+14,592
345
$8.57M 0.01%
170,539
+45
346
$8.52M 0.01%
120,616
+10,254
347
$8.49M 0.01%
53,411
+22,086
348
$8.34M 0.01%
107,046
+42,456
349
$8.28M 0.01%
35,780
+2,360
350
$8.2M 0.01%
94,950
+1,472
12 13
14
15 16