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
$11B
AUM Growth
+$381M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,223
New
Increased
Reduced
Closed

Top Buys

1
+$237M
2
+$147M
3
+$117M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$65.2M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$58.6M

Top Sells

1
+$196M
2
+$39.9M
3
+$33.5M
4
VV icon
Vanguard Large-Cap ETF
VV
+$20.2M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$9.72M

Sector Composition

1 Energy 5.81%
2 Financials 4.32%
3 Technology 3.77%
4 Healthcare 2.48%
5 Communication Services 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$823K 0.01%
13,888
-56
527
$821K 0.01%
25,041
-19,603
528
$821K 0.01%
101,784
+18,792
529
$816K 0.01%
1,983
+102
530
$802K 0.01%
16,489
+792
531
$799K 0.01%
27,688
+320
532
$798K 0.01%
23,254
-333
533
$796K 0.01%
36,700
-430
534
$795K 0.01%
12,078
-4,808
535
$795K 0.01%
10,408
+10,028
536
$795K 0.01%
10,398
-273
537
$794K 0.01%
18,654
+987
538
$794K 0.01%
4,480
+128
539
$793K 0.01%
19,693
+3,317
540
$792K 0.01%
12,747
-5,778
541
$792K 0.01%
18,414
-1,984
542
$785K 0.01%
69,562
+69,560
543
$778K 0.01%
13,994
-765
544
$774K 0.01%
40,696
+19,141
545
$773K 0.01%
5,239
-640
546
$773K 0.01%
51,754
+6,167
547
$772K 0.01%
23,179
-11,795
548
$772K 0.01%
224,000
+194,000
549
$764K 0.01%
24,780
+9,531
550
$763K 0.01%
44,034
20 21
22
23 24