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
451
$2.35M 0.01%
37,978
+1,476
452
$2.33M 0.01%
18,407
+801
453
$2.33M 0.01%
31,099
+206
454
$2.33M 0.01%
64,709
-6,714
455
$2.33M 0.01%
+102,000
456
$2.31M 0.01%
42,001
+8,713
457
$2.31M 0.01%
+662,602
458
$2.3M 0.01%
87,472
+7,985
459
$2.29M 0.01%
49,508
+15,614
460
$2.25M 0.01%
18,388
-3,123
461
$2.24M 0.01%
61,319
+8,270
462
$2.21M 0.01%
12,276
+3,143
463
$2.21M 0.01%
71,208
-1,177
464
$2.2M 0.01%
68,970
-364
465
$2.2M 0.01%
22,969
-275
466
$2.19M 0.01%
129,927
+39,776
467
$2.18M 0.01%
50,224
-2,246
468
$2.17M 0.01%
9,114
+433
469
$2.17M 0.01%
90,626
-268
470
$2.16M 0.01%
27,872
+1,926
471
$2.16M 0.01%
151,722
+47,826
472
$2.15M 0.01%
17,672
+3,069
473
$2.15M 0.01%
115,168
+33,784
474
$2.15M 0.01%
69,114
-14,645
475
$2.14M 0.01%
23,607
+59
17 18
19
20 21