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
3826
$3K ﹤0.01%
202
3827
– –
0
3828
$3K ﹤0.01%
500
-1,000
3829
$3K ﹤0.01%
1,200
3830
$3K ﹤0.01%
100
3831
$2K ﹤0.01%
+73
3832
$2K ﹤0.01%
100
3833
$2K ﹤0.01%
37
3834
$2K ﹤0.01%
+5
3835
$2K ﹤0.01%
+150
3836
$2K ﹤0.01%
150
3837
$2K ﹤0.01%
500
3838
$2K ﹤0.01%
520
+281
3839
$2K ﹤0.01%
49
3840
$2K ﹤0.01%
+111
3841
$2K ﹤0.01%
200
-175
3842
$2K ﹤0.01%
100
3843
$2K ﹤0.01%
7
3844
$2K ﹤0.01%
12
+2
3845
$2K ﹤0.01%
+75
3846
$2K ﹤0.01%
104
+56
3847
$2K ﹤0.01%
100
3848
$2K ﹤0.01%
+61
3849
$2K ﹤0.01%
+44
3850
$2K ﹤0.01%
70
152 153
154
155 156