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
826
$848K ﹤0.01%
129,099
+1,337
827
$844K ﹤0.01%
9,839
+1,432
828
$844K ﹤0.01%
7,695
-1,485
829
$842K ﹤0.01%
7,841
-421
830
$839K ﹤0.01%
23,405
+639
831
$837K ﹤0.01%
12,732
+6,477
832
$837K ﹤0.01%
42,524
+500
833
$834K ﹤0.01%
17,389
-1,464
834
$833K ﹤0.01%
4,361
-30
835
$830K ﹤0.01%
33,564
+7,060
836
$828K ﹤0.01%
9,664
-5,230
837
$826K ﹤0.01%
15,126
-888
838
$824K ﹤0.01%
32,471
+348
839
$822K ﹤0.01%
22,891
840
$822K ﹤0.01%
16,395
+2,300
841
$821K ﹤0.01%
124,737
-15,206
842
$820K ﹤0.01%
102,426
+71,229
843
$817K ﹤0.01%
12,334
+822
844
$814K ﹤0.01%
7,704
+123
845
$813K ﹤0.01%
44,593
+100
846
$813K ﹤0.01%
17,036
+1,727
847
$809K ﹤0.01%
8,841
+4,904
848
$806K ﹤0.01%
9,967
+1,505
849
$804K ﹤0.01%
16,825
850
$804K ﹤0.01%
2,114
+26
32 33
34
35 36