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
351
$8.15M 0.01%
205,954
+54,432
352
$8.13M 0.01%
46,539
+1,891
353
$8.09M 0.01%
125,080
-13,065
354
$8.05M 0.01%
166,552
-1,588
355
$7.99M 0.01%
26,105
+1,099
356
$7.97M 0.01%
67,279
+3,536
357
$7.96M 0.01%
251,550
+33,400
358
$7.95M 0.01%
76,626
-8,808
359
$7.91M 0.01%
142,290
+5,382
360
$7.88M 0.01%
376,608
-8,721
361
$7.79M 0.01%
32,496
-1,546
362
$7.77M 0.01%
148,582
-694
363
$7.72M 0.01%
172,509
+71,325
364
$7.72M 0.01%
+253,063
365
$7.67M 0.01%
96,891
+72,557
366
$7.54M 0.01%
36,184
-746
367
$7.5M 0.01%
74,704
-2,799
368
$7.44M 0.01%
131,199
+6,171
369
$7.41M 0.01%
13,542
+1,528
370
$7.35M 0.01%
72,400
+3,069
371
$7.25M 0.01%
67,088
+31,980
372
$7.23M 0.01%
28,973
+1,355
373
$7.21M 0.01%
145,375
-84,264
374
$7.16M 0.01%
54,177
+6,694
375
$7.15M 0.01%
272,386
-5,398
13 14
15
16 17