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
3951
$2K ﹤0.01%
+49
3952
$2K ﹤0.01%
200
3953
$2K ﹤0.01%
54
-23
3954
$2K ﹤0.01%
+400
3955
$2K ﹤0.01%
400
3956
$2K ﹤0.01%
66
3957
$2K ﹤0.01%
152
3958
$2K ﹤0.01%
100
3959
$2K ﹤0.01%
+50
3960
$2K ﹤0.01%
1,500
+1,000
3961
$2K ﹤0.01%
21
+8
3962
$2K ﹤0.01%
+151
3963
$2K ﹤0.01%
47
3964
$2K ﹤0.01%
127
3965
$2K ﹤0.01%
2,035
-20
3966
$2K ﹤0.01%
100
3967
$2K ﹤0.01%
118
-16
3968
$2K ﹤0.01%
+337
3969
$2K ﹤0.01%
10
3970
$2K ﹤0.01%
900
3971
$1K ﹤0.01%
90
-110
3972
$1K ﹤0.01%
7
-125
3973
$1K ﹤0.01%
300
3974
$1K ﹤0.01%
169
3975
$1K ﹤0.01%
+85
157 158
159
160 161