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
576
$1.47M 0.01%
122,245
+6,073
577
$1.46M 0.01%
9,998
-1,765
578
$1.46M 0.01%
29,980
-1,007
579
$1.46M 0.01%
30,300
+5,839
580
$1.46M 0.01%
115,000
+5,488
581
$1.45M 0.01%
17,235
-866
582
$1.45M 0.01%
6,384
+176
583
$1.45M 0.01%
24,380
+2,018
584
$1.44M 0.01%
12,111
+761
585
$1.43M 0.01%
15,005
-261
586
$1.43M 0.01%
3,479
-49
587
$1.43M 0.01%
189,115
-6,965
588
$1.42M 0.01%
26,946
-2,414
589
$1.42M 0.01%
15,272
+201
590
$1.42M 0.01%
34,968
+2,232
591
$1.41M 0.01%
20,989
+1,704
592
$1.41M 0.01%
8,457
-43
593
$1.41M 0.01%
10,879
-1,482
594
$1.41M 0.01%
36,552
-87
595
$1.41M 0.01%
10,018
+1,610
596
$1.4M 0.01%
15,775
+452
597
$1.4M 0.01%
37,362
-81
598
$1.4M 0.01%
7,639
-1,364
599
$1.39M 0.01%
53,278
-19,678
600
$1.39M 0.01%
48,020
+16
22 23
24
25 26