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
$29.7B
AUM Growth
+$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,012
New
Increased
Reduced
Closed

Top Buys

1
+$302M
2
+$265M
3
+$78.6M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$76.5M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$73.6M

Top Sells

1
+$117M
2
+$53.8M
3
+$32.5M
4
VDE icon
Vanguard Energy ETF
VDE
+$31.6M
5
DIS icon
Walt Disney
DIS
+$15.5M

Sector Composition

1 Financials 4.86%
2 Technology 4.06%
3 Healthcare 2.07%
4 Industrials 1.88%
5 Consumer Discretionary 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3.56M 0.01%
105,728
+47,565
352
$3.53M 0.01%
53,543
-10,456
353
$3.51M 0.01%
17,471
-2,143
354
$3.5M 0.01%
178,744
-607
355
$3.48M 0.01%
50,967
+1,049
356
$3.48M 0.01%
86,583
-20,714
357
$3.48M 0.01%
59,072
+2,605
358
$3.45M 0.01%
22,605
+1,146
359
$3.44M 0.01%
232,109
-136,480
360
$3.42M 0.01%
56,183
+2,573
361
$3.39M 0.01%
119,095
+54,993
362
$3.37M 0.01%
81,361
+2,778
363
$3.36M 0.01%
40,398
-1,874
364
$3.36M 0.01%
242,528
+8,672
365
$3.36M 0.01%
74,799
+4,988
366
$3.33M 0.01%
86,432
-111,878
367
$3.32M 0.01%
81,355
-2,836
368
$3.31M 0.01%
3,879
369
$3.31M 0.01%
98,549
+305
370
$3.29M 0.01%
314,320
+34,280
371
$3.26M 0.01%
80,642
372
$3.26M 0.01%
64,754
+16,526
373
$3.23M 0.01%
26,834
+1,020
374
$3.23M 0.01%
22,340
+316
375
$3.22M 0.01%
73,019
+1,153
13 14
15
16 17