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
501
$4.19M 0.01%
72,865
+6,089
502
$4.17M 0.01%
37,470
+123
503
$4.12M 0.01%
55,300
-366
504
$4.11M 0.01%
49,363
+34,272
505
$4.07M 0.01%
43,422
+7,693
506
$4.07M 0.01%
109,361
+280
507
$4.03M 0.01%
44,626
-1,512
508
$4.02M 0.01%
135,494
+2,272
509
$4.02M 0.01%
8,464
+5,984
510
$3.98M 0.01%
37,036
-6,160
511
$3.98M 0.01%
110,384
-3,953
512
$3.95M 0.01%
16,735
+232
513
$3.95M 0.01%
52,580
+1,509
514
$3.92M 0.01%
182,359
-74,157
515
$3.92M 0.01%
178,462
-532
516
$3.92M 0.01%
55,998
+2,922
517
$3.91M 0.01%
264,796
+116,012
518
$3.91M 0.01%
60,206
-286
519
$3.88M 0.01%
212,690
+80,071
520
$3.88M 0.01%
11,411
+183
521
$3.87M 0.01%
346,047
-41,918
522
$3.87M 0.01%
31,037
+24,616
523
$3.83M 0.01%
21,660
+273
524
$3.8M 0.01%
13,789
+1,003
525
$3.78M 0.01%
28,536
+5,637
19 20
21
22 23