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
426
$2.58M 0.01%
54,666
-154
427
$2.57M 0.01%
15,974
-1,121
428
$2.57M 0.01%
64,617
-283
429
$2.55M 0.01%
36,984
-517
430
$2.54M 0.01%
122,004
+1,508
431
$2.53M 0.01%
56,750
+562
432
$2.52M 0.01%
159,052
-13,883
433
$2.52M 0.01%
8,986
-1,963
434
$2.5M 0.01%
23,356
-1,180
435
$2.5M 0.01%
10,858
-14,235
436
$2.5M 0.01%
113,983
-673
437
$2.48M 0.01%
30,168
-7
438
$2.48M 0.01%
179,149
+8,840
439
$2.47M 0.01%
6,258
+1,583
440
$2.47M 0.01%
44,326
-665
441
$2.46M 0.01%
23,388
+1,684
442
$2.44M 0.01%
8,902
-2,207
443
$2.44M 0.01%
190,739
+15,000
444
$2.42M 0.01%
18,002
-978
445
$2.39M 0.01%
13,975
+225
446
$2.38M 0.01%
94,254
+85,846
447
$2.38M 0.01%
37,509
+292
448
$2.38M 0.01%
17,718
+1,262
449
$2.37M 0.01%
84,665
+1,479
450
$2.35M 0.01%
17,207
+432
16 17
18
19 20