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
476
$4.6M 0.01%
137,025
+66,200
477
$4.56M 0.01%
93,015
+9,773
478
$4.53M 0.01%
479,683
-241,040
479
$4.53M 0.01%
22,099
+422
480
$4.52M 0.01%
10,023
+18
481
$4.49M 0.01%
45,027
-500
482
$4.48M 0.01%
21,612
+1,614
483
$4.47M 0.01%
150,528
-137,382
484
$4.42M 0.01%
54,975
+1,307
485
$4.42M 0.01%
64,093
+19,038
486
$4.42M 0.01%
139,495
+2,821
487
$4.41M 0.01%
39,750
+6,910
488
$4.38M 0.01%
71,003
+56,311
489
$4.37M 0.01%
31,520
+1,284
490
$4.37M 0.01%
37,244
-1,123
491
$4.34M 0.01%
41,449
-1,183
492
$4.33M 0.01%
27,428
+2,630
493
$4.32M 0.01%
15,234
+2,775
494
$4.32M 0.01%
134,046
+24,312
495
$4.3M 0.01%
31,049
+22,706
496
$4.26M 0.01%
39,540
+29,779
497
$4.26M 0.01%
89,379
-30,247
498
$4.26M 0.01%
63,941
-1,732
499
$4.25M 0.01%
11,640
+3,397
500
$4.24M 0.01%
39,568
+7,040
18 19
20
21 22