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
$64.6B
AUM Growth
+$2.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,415
New
Increased
Reduced
Closed

Top Buys

1
+$1.15B
2
+$298M
3
+$273M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$203M
5
VV icon
Vanguard Large-Cap ETF
VV
+$199M

Top Sells

1
+$316M
2
+$158M
3
+$111M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$54.7M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$35.8M

Sector Composition

1 Technology 4.76%
2 Financials 3.32%
3 Consumer Discretionary 1.79%
4 Healthcare 1.49%
5 Communication Services 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$1.66M ﹤0.01%
34,925
-4,134
777
$1.66M ﹤0.01%
145,078
-1,467,795
778
$1.65M ﹤0.01%
39,206
+5,842
779
$1.65M ﹤0.01%
14,042
+374
780
$1.65M ﹤0.01%
3,398
+167
781
$1.64M ﹤0.01%
18,621
+5,919
782
$1.64M ﹤0.01%
+29,159
783
$1.64M ﹤0.01%
28,240
+2,783
784
$1.64M ﹤0.01%
97,809
-14,051
785
$1.63M ﹤0.01%
23,718
+397
786
$1.63M ﹤0.01%
28,022
+22,572
787
$1.63M ﹤0.01%
24,863
+4,578
788
$1.63M ﹤0.01%
12,705
-1,338
789
$1.62M ﹤0.01%
47,229
-3,231
790
$1.62M ﹤0.01%
12,806
-1,167
791
$1.62M ﹤0.01%
2,183
-262
792
$1.62M ﹤0.01%
115,554
-304
793
$1.61M ﹤0.01%
11,697
+751
794
$1.6M ﹤0.01%
9,107
+481
795
$1.6M ﹤0.01%
33,364
-1,759
796
$1.59M ﹤0.01%
11,650
+1,342
797
$1.59M ﹤0.01%
108,704
+23,342
798
$1.59M ﹤0.01%
+15,635
799
$1.58M ﹤0.01%
25,827
-3,848
800
$1.56M ﹤0.01%
20,105
+74
30 31
32
33 34