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
426
$2.24M 0.01%
44,991
+2,692
427
$2.24M 0.01%
24,344
+979
428
$2.23M 0.01%
43,180
-15,737
429
$2.22M 0.01%
18,980
-148
430
$2.22M 0.01%
13,750
-209
431
$2.2M 0.01%
21,651
+1,439
432
$2.18M 0.01%
54,595
+10,054
433
$2.18M 0.01%
14,275
-2,983
434
$2.18M 0.01%
85,458
-23,418
435
$2.18M 0.01%
52,470
-30
436
$2.17M 0.01%
783
-20
437
$2.16M 0.01%
170,309
+1,505
438
$2.16M 0.01%
20,380
-215
439
$2.14M 0.01%
27,567
-24,426
440
$2.14M 0.01%
36,059
+6,524
441
$2.13M 0.01%
4,912
+394
442
$2.13M 0.01%
27,250
-1,282
443
$2.12M 0.01%
8,217
-636
444
$2.11M 0.01%
36,502
+1,647
445
$2.1M 0.01%
63,305
-32,996
446
$2.09M 0.01%
18,687
+4,947
447
$2.09M 0.01%
79,487
+24,993
448
$2.09M 0.01%
24,211
+4,536
449
$2.07M 0.01%
26,903
+6,024
450
$2.05M 0.01%
22,867
-312
16 17
18
19 20