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
$64.6B
AUM Growth
+$2.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,415
New
Increased
Reduced
Closed

Top Buys

1
+$1.15B
2
+$298M
3
+$273M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$203M
5
VV icon
Vanguard Large-Cap ETF
VV
+$199M

Top Sells

1
+$316M
2
+$158M
3
+$111M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$54.7M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$35.8M

Sector Composition

1 Technology 4.76%
2 Financials 3.32%
3 Consumer Discretionary 1.79%
4 Healthcare 1.49%
5 Communication Services 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$7.09M 0.01%
177,907
+119,296
377
$7.08M 0.01%
123,397
-13,526
378
$7.02M 0.01%
82,108
-5,681
379
$6.98M 0.01%
109,498
+6,560
380
$6.89M 0.01%
65,878
-11,358
381
$6.89M 0.01%
140,296
-141,394
382
$6.88M 0.01%
128,942
-22,109
383
$6.87M 0.01%
102,338
+847
384
$6.81M 0.01%
153,729
+74,812
385
$6.75M 0.01%
130,560
+54,199
386
$6.75M 0.01%
99,671
+9,024
387
$6.68M 0.01%
100,647
+33,809
388
$6.66M 0.01%
70,158
-977
389
$6.66M 0.01%
305,947
-1,020,080
390
$6.66M 0.01%
102,594
-1,967
391
$6.63M 0.01%
43,872
+22,226
392
$6.57M 0.01%
94,920
-796
393
$6.54M 0.01%
128,591
+22
394
$6.52M 0.01%
59,505
-1,848
395
$6.52M 0.01%
52,953
+3,055
396
$6.51M 0.01%
26,221
+14,796
397
$6.5M 0.01%
33,503
+1,827
398
$6.45M 0.01%
36,687
+815
399
$6.44M 0.01%
9,637
+689
400
$6.4M 0.01%
120,467
+482
14 15
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