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
476
$1.9M 0.01%
17,606
-186
477
$1.9M 0.01%
64,469
-2,787
478
$1.89M 0.01%
69,334
+1,302
479
$1.89M 0.01%
8,681
-414
480
$1.89M 0.01%
16,456
-97
481
$1.88M 0.01%
23,244
+545
482
$1.88M 0.01%
105,707
-1,114
483
$1.87M 0.01%
53,049
+2,347
484
$1.86M 0.01%
50,469
-2,007
485
$1.86M 0.01%
118,800
+8,388
486
$1.85M 0.01%
66,252
487
$1.85M 0.01%
17,743
+3,653
488
$1.85M 0.01%
186,224
+19,792
489
$1.85M 0.01%
11,852
+45
490
$1.84M 0.01%
39,035
+4,167
491
$1.84M 0.01%
22,627
-4,808
492
$1.83M 0.01%
6,411
-3,407
493
$1.82M 0.01%
118,049
-189
494
$1.82M 0.01%
+58,163
495
$1.82M 0.01%
7,415
496
$1.81M 0.01%
43,278
+1,773
497
$1.8M 0.01%
17,076
-481
498
$1.8M 0.01%
33,335
+3,259
499
$1.8M 0.01%
37,534
+41
500
$1.79M 0.01%
79,190
+15,661
18 19
20
21 22