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
$27.7B
AUM Growth
+$3.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,972
New
Increased
Reduced
Closed

Top Buys

1
+$160M
2
+$120M
3
+$107M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$96M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$95.9M

Top Sells

1
+$66.1M
2
+$33.2M
3
+$22.3M
4
VDE icon
Vanguard Energy ETF
VDE
+$19.4M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$13.1M

Sector Composition

1 Financials 4.73%
2 Technology 4.11%
3 Healthcare 2.19%
4 Energy 2.03%
5 Consumer Discretionary 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2.83M 0.01%
64,900
-5,936
377
$2.81M 0.01%
37,312
-520
378
$2.79M 0.01%
37,217
-578
379
$2.78M 0.01%
58,103
+2,712
380
$2.77M 0.01%
69,811
-7,693
381
$2.77M 0.01%
64,130
-201
382
$2.75M 0.01%
26,738
-170
383
$2.74M 0.01%
11,109
-740
384
$2.73M 0.01%
43,973
+5,153
385
$2.73M 0.01%
83,759
-4,843
386
$2.72M 0.01%
10,417
-249
387
$2.7M 0.01%
10,949
+46
388
$2.7M 0.01%
+102,209
389
$2.69M 0.01%
19,354
-1,617
390
$2.67M 0.01%
114,656
-9,159
391
$2.67M 0.01%
36,176
+910
392
$2.64M 0.01%
28,076
-1,508
393
$2.64M 0.01%
17,095
+1,245
394
$2.61M 0.01%
+83,367
395
$2.61M 0.01%
172,935
+945
396
$2.6M 0.01%
71,423
+8,291
397
$2.58M 0.01%
35,121
+5,156
398
$2.56M 0.01%
+84,734
399
$2.55M 0.01%
41,240
+1,886
400
$2.55M 0.01%
243,330
14 15
16
17 18