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
751
$1.02M ﹤0.01%
49,373
+10,839
752
$1.01M ﹤0.01%
17,924
-78
753
$1.01M ﹤0.01%
23,060
+3,750
754
$1M ﹤0.01%
18,305
+3,994
755
$1M ﹤0.01%
6,905
+544
756
$995K ﹤0.01%
+59,497
757
$994K ﹤0.01%
18,589
-1,244
758
$994K ﹤0.01%
38,308
-1,519
759
$992K ﹤0.01%
10,876
+3
760
$990K ﹤0.01%
22,882
-1,524
761
$987K ﹤0.01%
30,783
-33
762
$987K ﹤0.01%
25,289
+16,429
763
$973K ﹤0.01%
28,344
+11,327
764
$973K ﹤0.01%
82,690
+1,840
765
$967K ﹤0.01%
38,798
-1,870
766
$963K ﹤0.01%
59,001
+4,313
767
$961K ﹤0.01%
6,472
+353
768
$959K ﹤0.01%
11,365
-17
769
$959K ﹤0.01%
5,958
-500
770
$956K ﹤0.01%
7,189
-1,971
771
$955K ﹤0.01%
9,321
-1,540
772
$953K ﹤0.01%
61,917
-14,991
773
$952K ﹤0.01%
24,380
-1,355
774
$944K ﹤0.01%
20,397
-190
775
$944K ﹤0.01%
16,184
+1,265
29 30
31
32 33