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 4.66%
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
3851
$2K ﹤0.01%
1,475
-400
3852
$2K ﹤0.01%
+33
3853
$2K ﹤0.01%
600
+500
3854
$2K ﹤0.01%
7
3855
$2K ﹤0.01%
75
3856
$2K ﹤0.01%
67
3857
$2K ﹤0.01%
+73
3858
$2K ﹤0.01%
100
3859
$2K ﹤0.01%
37
3860
$2K ﹤0.01%
12
+2
3861
$2K ﹤0.01%
+75
3862
$2K ﹤0.01%
104
+56
3863
$2K ﹤0.01%
100
3864
$2K ﹤0.01%
+61
3865
$2K ﹤0.01%
53
3866
$2K ﹤0.01%
+100
3867
$2K ﹤0.01%
530
+17
3868
$2K ﹤0.01%
132
3869
$2K ﹤0.01%
+100
3870
$2K ﹤0.01%
200
-935
3871
$2K ﹤0.01%
+68
3872
$2K ﹤0.01%
+5
3873
$2K ﹤0.01%
+150
3874
$2K ﹤0.01%
150
3875
$2K ﹤0.01%
500
153 154
155
156 157