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
501
$1.96M 0.01%
21,828
+6,514
502
$1.95M 0.01%
46,806
+7,000
503
$1.94M 0.01%
17,002
+718
504
$1.94M 0.01%
1,767
+49
505
$1.94M 0.01%
26,015
-888
506
$1.93M 0.01%
+38,409
507
$1.92M 0.01%
35,774
-15,165
508
$1.92M 0.01%
32,465
+4,524
509
$1.92M 0.01%
48,976
+15,633
510
$1.91M 0.01%
20,635
-2,232
511
$1.91M 0.01%
22,048
+3,427
512
$1.91M 0.01%
15,647
-379
513
$1.9M 0.01%
67,580
+29,810
514
$1.9M 0.01%
9,729
+202
515
$1.89M 0.01%
23,652
-559
516
$1.88M 0.01%
16,532
+719
517
$1.87M 0.01%
65,616
518
$1.86M 0.01%
17,970
-717
519
$1.85M 0.01%
20,946
-2,119
520
$1.85M 0.01%
+63,951
521
$1.85M 0.01%
33,766
+431
522
$1.85M 0.01%
177,840
-8,384
523
$1.84M 0.01%
63,658
-811
524
$1.84M 0.01%
283
525
$1.83M 0.01%
80,560
-3,280
19 20
21
22 23