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
$27.7B
AUM Growth
+$3.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,972
New
Increased
Reduced
Closed

Top Buys

1
+$160M
2
+$120M
3
+$107M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$96M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$95.9M

Top Sells

1
+$66.1M
2
+$33.2M
3
+$22.3M
4
VDE icon
Vanguard Energy ETF
VDE
+$19.4M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$13.1M

Sector Composition

1 Financials 4.73%
2 Technology 4.11%
3 Healthcare 2.19%
4 Energy 2.03%
5 Consumer Discretionary 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1.56M 0.01%
18,621
+2,310
552
$1.55M 0.01%
90,615
+3,876
553
$1.55M 0.01%
102,608
+86
554
$1.54M 0.01%
5,127
+96
555
$1.54M 0.01%
42,477
-4,417
556
$1.54M 0.01%
+29,752
557
$1.54M 0.01%
45,244
+677
558
$1.53M 0.01%
48,594
+12,878
559
$1.53M 0.01%
35,952
+3
560
$1.53M 0.01%
22,022
+167
561
$1.53M 0.01%
6,073
+179
562
$1.52M 0.01%
1,402
+454
563
$1.52M 0.01%
15,880
+89
564
$1.51M 0.01%
26,024
-870
565
$1.51M 0.01%
10,876
+6,410
566
$1.5M 0.01%
48,070
-1,331
567
$1.5M 0.01%
21,081
+591
568
$1.5M 0.01%
10,723
+147
569
$1.5M 0.01%
40,791
-4,789
570
$1.5M 0.01%
9,133
-9,188
571
$1.49M 0.01%
10,524
+313
572
$1.49M 0.01%
35,810
-840
573
$1.48M 0.01%
11,700
+2,361
574
$1.48M 0.01%
59,781
-84
575
$1.47M 0.01%
11,341
-8,761
21 22
23
24 25