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
426
$5.63M 0.01%
15,385
+1,558
427
$5.62M 0.01%
61,779
-246
428
$5.58M 0.01%
275,832
+114,885
429
$5.57M 0.01%
223,188
+298
430
$5.57M 0.01%
52,704
-1,043
431
$5.51M 0.01%
40,858
+32,398
432
$5.43M 0.01%
16,994
+675
433
$5.42M 0.01%
+115,402
434
$5.41M 0.01%
306,904
-11,897
435
$5.4M 0.01%
236,201
-48,375
436
$5.38M 0.01%
42,652
+29,389
437
$5.32M 0.01%
40,820
-5,188
438
$5.3M 0.01%
28,126
+1,833
439
$5.29M 0.01%
24,915
-5,254
440
$5.21M 0.01%
75,177
+14,537
441
$5.19M 0.01%
115,522
+23,654
442
$5.19M 0.01%
34,776
+4,084
443
$5.18M 0.01%
169,241
+76,798
444
$5.17M 0.01%
31,346
-2,738
445
$5.16M 0.01%
38,468
+1,874
446
$5.12M 0.01%
66,043
+1,973
447
$5.12M 0.01%
96,492
-13,990
448
$5.11M 0.01%
74,911
449
$5.1M 0.01%
27,664
+2,867
450
$5.04M 0.01%
29,336
+4,760
16 17
18
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