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
551
$1.69M 0.01%
27,081
+2,701
552
$1.68M 0.01%
61,803
-22,240
553
$1.68M 0.01%
47,130
+1,886
554
$1.67M 0.01%
4,822
+1,553
555
$1.67M 0.01%
24,107
+7,590
556
$1.67M 0.01%
58,273
+3,191
557
$1.65M 0.01%
51,852
+15,207
558
$1.64M 0.01%
33,024
-213
559
$1.63M 0.01%
6,404
+3
560
$1.63M 0.01%
17,370
+294
561
$1.62M 0.01%
12,368
-70
562
$1.61M 0.01%
41,870
-2,290
563
$1.6M 0.01%
30,926
+946
564
$1.59M 0.01%
8,462
+823
565
$1.58M 0.01%
37,974
+3,544
566
$1.58M 0.01%
5,968
-228
567
$1.57M 0.01%
28,501
-1,409
568
$1.57M 0.01%
26,710
-2,273
569
$1.56M 0.01%
8,273
-13,609
570
$1.56M 0.01%
12,207
+1,395
571
$1.56M 0.01%
40,416
572
$1.56M 0.01%
25,472
-552
573
$1.55M 0.01%
11,933
+2,485
574
$1.55M 0.01%
21,254
+173
575
$1.55M 0.01%
4,947
+3,612
21 22
23
24 25