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
$29.7B
AUM Growth
+$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,012
New
Increased
Reduced
Closed

Top Buys

1
+$302M
2
+$265M
3
+$78.6M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$76.5M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$73.6M

Top Sells

1
+$117M
2
+$53.8M
3
+$32.5M
4
VDE icon
Vanguard Energy ETF
VDE
+$31.6M
5
DIS icon
Walt Disney
DIS
+$15.5M

Sector Composition

1 Financials 4.86%
2 Technology 4.06%
3 Healthcare 2.07%
4 Industrials 1.88%
5 Consumer Discretionary 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3.17M 0.01%
272,600
+23,618
377
$3.13M 0.01%
73,425
+9,295
378
$3.12M 0.01%
35,611
-214
379
$3.1M 0.01%
18,239
+146
380
$3.07M 0.01%
44,169
+230
381
$3.02M 0.01%
38,010
-1,965
382
$3.02M 0.01%
30,228
-527
383
$3M 0.01%
+101,457
384
$2.99M 0.01%
98,530
+13,072
385
$2.99M 0.01%
16,441
+1,646
386
$2.98M 0.01%
29,527
+5,183
387
$2.96M 0.01%
36,316
+5,609
388
$2.94M 0.01%
37,968
+656
389
$2.94M 0.01%
42,064
-1,909
390
$2.93M 0.01%
28,771
+695
391
$2.91M 0.01%
7,358
-57
392
$2.9M 0.01%
516,097
+6,014
393
$2.9M 0.01%
84,640
+640
394
$2.9M 0.01%
94,339
+583
395
$2.87M 0.01%
19,944
+590
396
$2.87M 0.01%
93,169
+9,802
397
$2.86M 0.01%
39,196
-906
398
$2.85M 0.01%
31,170
+13,280
399
$2.84M 0.01%
47,239
+3,951
400
$2.84M 0.01%
10,365
+328
14 15
16
17 18