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
526
$1.83M 0.01%
81,278
-11,901
527
$1.82M 0.01%
103,026
+12,039
528
$1.82M 0.01%
37,057
-1,978
529
$1.81M 0.01%
70,758
+17,480
530
$1.8M 0.01%
142,725
+27,725
531
$1.8M 0.01%
23,237
+494
532
$1.8M 0.01%
103,089
+71,675
533
$1.8M 0.01%
21,188
+3,953
534
$1.79M 0.01%
131,510
+2,970
535
$1.78M 0.01%
119,027
+978
536
$1.77M 0.01%
12,177
+1,454
537
$1.77M 0.01%
96,873
-3,867
538
$1.77M 0.01%
7,788
-796
539
$1.77M 0.01%
147,120
-1,120
540
$1.76M 0.01%
42,755
+79
541
$1.74M 0.01%
28,194
-1,090
542
$1.73M 0.01%
17,411
+2,139
543
$1.71M 0.01%
32,475
+1,207
544
$1.7M 0.01%
64,208
-4,913
545
$1.7M 0.01%
56,973
-959
546
$1.7M 0.01%
184,442
+65,642
547
$1.7M 0.01%
34,212
-1,740
548
$1.7M 0.01%
20,279
-13
549
$1.7M 0.01%
80,308
+1,374
550
$1.69M 0.01%
30,306
+290
20 21
22
23 24