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
401
$6.39M 0.01%
124,067
-4,627
402
$6.39M 0.01%
22,820
+1,662
403
$6.34M 0.01%
144,865
+25,823
404
$6.33M 0.01%
113,958
+2,518
405
$6.3M 0.01%
46,501
+18,509
406
$6.3M 0.01%
214,269
+2,690
407
$6.25M 0.01%
124,355
+68,596
408
$6.24M 0.01%
2,656
+373
409
$6.19M 0.01%
33,471
+855
410
$6.16M 0.01%
31,496
-7,182
411
$6.13M 0.01%
69,506
+4,438
412
$6.09M 0.01%
133,733
+51,105
413
$6.09M 0.01%
63,880
+24
414
$6.07M 0.01%
33,698
+160
415
$6.07M 0.01%
117,490
+7,559
416
$6.04M 0.01%
71,848
+31,374
417
$5.99M 0.01%
205,603
-101,933
418
$5.94M 0.01%
99,909
-5,861
419
$5.9M 0.01%
24,805
+812
420
$5.88M 0.01%
62,057
+6,559
421
$5.77M 0.01%
31,166
+13,699
422
$5.7M 0.01%
106,760
+4,058
423
$5.68M 0.01%
44,258
+5,158
424
$5.66M 0.01%
73,275
+35
425
$5.64M 0.01%
22,513
+9,041
15 16
17
18 19