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
776
$938K ﹤0.01%
7,398
+1
777
$935K ﹤0.01%
12,267
-1,946
778
$934K ﹤0.01%
15,959
+6,393
779
$928K ﹤0.01%
+22,036
780
$925K ﹤0.01%
38,710
+7,545
781
$923K ﹤0.01%
4,625
-1,759
782
$921K ﹤0.01%
63,244
-744
783
$920K ﹤0.01%
48,682
+29,894
784
$919K ﹤0.01%
34,366
+28
785
$917K ﹤0.01%
18,441
+5,630
786
$915K ﹤0.01%
25,520
+230
787
$913K ﹤0.01%
19,513
-4
788
$912K ﹤0.01%
51,509
+13,679
789
$908K ﹤0.01%
33,655
-3,667
790
$906K ﹤0.01%
47,038
791
$906K ﹤0.01%
10,069
+544
792
$905K ﹤0.01%
17,584
-8,970
793
$901K ﹤0.01%
203,415
794
$899K ﹤0.01%
5,222
-288
795
$898K ﹤0.01%
25,126
+3,000
796
$897K ﹤0.01%
32,189
+751
797
$897K ﹤0.01%
30,340
+3,785
798
$895K ﹤0.01%
24,344
-45
799
$891K ﹤0.01%
30,402
-253
800
$883K ﹤0.01%
38,693
-4,045
30 31
32
33 34