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
551
$762K 0.01%
17,291
+1,508
552
$760K 0.01%
12,022
+3,623
553
$759K 0.01%
13,149
+2,771
554
$755K 0.01%
12,376
+1,751
555
$753K 0.01%
15,057
+91
556
$749K 0.01%
26,682
+9,182
557
$748K 0.01%
15,824
-38,284
558
$747K 0.01%
25,431
-13,261
559
$746K 0.01%
15,010
-5,858
560
$738K 0.01%
24,822
+2,027
561
$735K 0.01%
2,266
+989
562
$734K 0.01%
11,421
-1,562
563
$732K 0.01%
15,607
+432
564
$726K 0.01%
32,232
+957
565
$725K 0.01%
31,733
-12,843
566
$722K 0.01%
12,498
-2,385
567
$721K 0.01%
15,418
+104
568
$717K 0.01%
28,618
+26,554
569
$717K 0.01%
10,718
-544
570
$713K 0.01%
15,671
-94,894
571
$711K 0.01%
70,279
+13,169
572
$705K 0.01%
14,082
+995
573
$701K 0.01%
155,002
+154,992
574
$700K 0.01%
28,902
+1,081
575
$697K 0.01%
42,681
-585
21 22
23
24 25