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
701
$1.16M ﹤0.01%
12,805
+1,695
702
$1.16M ﹤0.01%
16,256
-55
703
$1.16M ﹤0.01%
22,969
+135
704
$1.15M ﹤0.01%
+7,176
705
$1.15M ﹤0.01%
21,862
+710
706
$1.15M ﹤0.01%
45,496
-628
707
$1.15M ﹤0.01%
16,596
+37
708
$1.14M ﹤0.01%
8,484
-47
709
$1.13M ﹤0.01%
13,010
+2,067
710
$1.13M ﹤0.01%
11,581
-82
711
$1.13M ﹤0.01%
11,970
+2,270
712
$1.13M ﹤0.01%
+18,191
713
$1.13M ﹤0.01%
22,630
+2,239
714
$1.12M ﹤0.01%
84,906
-268
715
$1.12M ﹤0.01%
1,832
+110
716
$1.12M ﹤0.01%
39,169
-2,310
717
$1.12M ﹤0.01%
43,757
+2,611
718
$1.12M ﹤0.01%
145,793
+66,500
719
$1.11M ﹤0.01%
16,241
+872
720
$1.1M ﹤0.01%
76,933
+197
721
$1.1M ﹤0.01%
6,651
-202
722
$1.1M ﹤0.01%
23,622
+5,426
723
$1.1M ﹤0.01%
8,293
-1,574
724
$1.1M ﹤0.01%
+11,991
725
$1.1M ﹤0.01%
6,362
-1,121
27 28
29
30 31