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
$64.6B
AUM Growth
+$2.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,415
New
Increased
Reduced
Closed

Top Buys

1
+$1.15B
2
+$298M
3
+$273M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$203M
5
VV icon
Vanguard Large-Cap ETF
VV
+$199M

Top Sells

1
+$316M
2
+$158M
3
+$111M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$54.7M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$35.8M

Sector Composition

1 Technology 4.76%
2 Financials 3.32%
3 Consumer Discretionary 1.79%
4 Healthcare 1.49%
5 Communication Services 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$3.44M 0.01%
26,421
-394
552
$3.44M 0.01%
8,808
+25
553
$3.43M 0.01%
10,178
-337
554
$3.42M 0.01%
9,631
+782
555
$3.42M 0.01%
732,252
-34,481
556
$3.42M 0.01%
6,108
+2,069
557
$3.41M 0.01%
25,612
+128
558
$3.4M 0.01%
10,192
+4,410
559
$3.39M 0.01%
23,255
-5,530
560
$3.38M 0.01%
112,229
-9,365
561
$3.38M 0.01%
+19,813
562
$3.38M 0.01%
66,860
+15,775
563
$3.38M 0.01%
2,839
+180
564
$3.38M 0.01%
756
+2
565
$3.37M 0.01%
44,265
566
$3.33M 0.01%
62,758
-1,166
567
$3.31M 0.01%
47,510
-3,923
568
$3.31M 0.01%
24,431
+14,414
569
$3.27M 0.01%
13,079
-4,224
570
$3.26M 0.01%
36,281
-6,864
571
$3.22M 0.01%
19,476
+1,221
572
$3.21M 0.01%
106,194
+92,848
573
$3.21M 0.01%
40,479
+1,355
574
$3.2M 0.01%
72,841
-23,679
575
$3.19M ﹤0.01%
45,423
+9,643
21 22
23
24 25