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
476
$2.14M 0.01%
20,490
+110
477
$2.14M 0.01%
93,927
-9,400
478
$2.13M 0.01%
7,839
+1,766
479
$2.13M 0.01%
8,106
-111
480
$2.11M 0.01%
105,930
+223
481
$2.11M 0.01%
33,563
-2,496
482
$2.11M 0.01%
36,297
+241
483
$2.09M 0.01%
39,187
+241
484
$2.08M 0.01%
176,479
+8,192
485
$2.08M 0.01%
5,157
+245
486
$2.07M 0.01%
139,350
-200
487
$2.07M 0.01%
18,335
-620
488
$2.04M 0.01%
59,970
+25,002
489
$2.03M 0.01%
25,414
+22
490
$2.02M 0.01%
12,418
+566
491
$2.01M 0.01%
243,330
492
$2M 0.01%
37,567
+33
493
$2M 0.01%
16,968
+4,857
494
$1.99M 0.01%
45,758
-4,313
495
$1.99M 0.01%
54,563
-32
496
$1.99M 0.01%
48,141
-2,328
497
$1.98M 0.01%
19,125
+33
498
$1.98M 0.01%
64,169
499
$1.98M 0.01%
15,963
+880
500
$1.97M 0.01%
11,744
+1,746
18 19
20
21 22