Creative Planning

Creative Planning Portfolio holdings

AUM $140B
1-Year Est. Return 18.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
+$74.6M
2
+$74.2M
3
+$66.6M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$56.6M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$56.4M

Top Sells

1
+$36.5M
2
+$12.9M
3
+$10.7M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$10.4M
5
VB icon
Vanguard Small-Cap ETF
VB
+$7.59M

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%
950
+850
3827
$3K ﹤0.01%
501
3828
$3K ﹤0.01%
+2,000
3829
$3K ﹤0.01%
1,404
3830
$3K ﹤0.01%
5
3831
$2K ﹤0.01%
900
-3,361
3832
$2K ﹤0.01%
2
3833
$2K ﹤0.01%
173
3834
$2K ﹤0.01%
2,000
3835
$2K ﹤0.01%
200
3836
$2K ﹤0.01%
+35
3837
$2K ﹤0.01%
100
3838
$2K ﹤0.01%
481
3839
$2K ﹤0.01%
200
3840
$2K ﹤0.01%
75
3841
$2K ﹤0.01%
49
3842
$2K ﹤0.01%
100
3843
$2K ﹤0.01%
+68
3844
$2K ﹤0.01%
520
+281
3845
$2K ﹤0.01%
120
3846
$2K ﹤0.01%
10
3847
$2K ﹤0.01%
25
3848
$2K ﹤0.01%
+25
3849
$2K ﹤0.01%
+49
3850
$2K ﹤0.01%
54
-23
152 153
154
155 156