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
451
$5.03M 0.01%
21,222
+13,660
452
$5.02M 0.01%
52,187
-11,380
453
$5.02M 0.01%
38,321
+1,976
454
$4.97M 0.01%
208,231
+5,485
455
$4.97M 0.01%
32,104
+6,765
456
$4.96M 0.01%
54,800
+36,119
457
$4.96M 0.01%
90,998
-5,258
458
$4.92M 0.01%
61,471
+12,001
459
$4.84M 0.01%
104,332
+23,342
460
$4.81M 0.01%
9,319
+2,238
461
$4.78M 0.01%
+87,033
462
$4.77M 0.01%
155,027
-1,611
463
$4.73M 0.01%
47,363
+1,947
464
$4.72M 0.01%
127,967
+8,996
465
$4.72M 0.01%
42,140
+31,226
466
$4.71M 0.01%
121,875
+5,030
467
$4.71M 0.01%
225,057
+78,931
468
$4.71M 0.01%
213,522
+721
469
$4.7M 0.01%
61,953
+369
470
$4.67M 0.01%
75,201
+1
471
$4.66M 0.01%
39,769
-14,600
472
$4.66M 0.01%
128,349
-15,524
473
$4.64M 0.01%
67,955
+28,508
474
$4.64M 0.01%
39,883
+28,691
475
$4.62M 0.01%
42,020
+1,418
17 18
19
20 21