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
576
$1.55M 0.01%
21,139
+150
577
$1.54M 0.01%
35,964
+154
578
$1.54M 0.01%
32,954
-15,687
579
$1.54M 0.01%
+21,194
580
$1.53M 0.01%
14,771
-234
581
$1.53M 0.01%
47,834
-236
582
$1.53M 0.01%
11,341
583
$1.53M 0.01%
23,206
-3,481
584
$1.52M 0.01%
9,120
-898
585
$1.51M 0.01%
62,176
-6,554
586
$1.51M 0.01%
20,233
-295
587
$1.51M 0.01%
8,767
+310
588
$1.51M 0.01%
54,141
-4,812
589
$1.5M 0.01%
28,328
-92
590
$1.49M 0.01%
37,807
+2,153
591
$1.49M 0.01%
42,687
-591
592
$1.49M 0.01%
32,349
-12,716
593
$1.49M 0.01%
79,356
+18,699
594
$1.48M 0.01%
11,968
-1,247
595
$1.48M 0.01%
25,119
-49,383
596
$1.48M 0.01%
61,540
+4,492
597
$1.48M 0.01%
+39,340
598
$1.47M 0.01%
32,949
+529
599
$1.47M ﹤0.01%
+30,873
600
$1.46M ﹤0.01%
22,733
+106
22 23
24
25 26