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
826
$1.46M ﹤0.01%
14,166
+1,188
827
$1.46M ﹤0.01%
24,075
+871
828
$1.46M ﹤0.01%
25,941
+20,240
829
$1.45M ﹤0.01%
67,445
830
$1.45M ﹤0.01%
105,709
+17,808
831
$1.45M ﹤0.01%
2,885
+280
832
$1.45M ﹤0.01%
34,006
+2,742
833
$1.45M ﹤0.01%
39,322
+1,572
834
$1.45M ﹤0.01%
9,939
+1,210
835
$1.44M ﹤0.01%
12,617
+984
836
$1.43M ﹤0.01%
12,059
-30
837
$1.43M ﹤0.01%
8,223
+1,325
838
$1.43M ﹤0.01%
31,372
-2,580
839
$1.42M ﹤0.01%
8,396
+1,987
840
$1.41M ﹤0.01%
9,814
-491
841
$1.41M ﹤0.01%
44,952
-12,056
842
$1.41M ﹤0.01%
51,615
-593,649
843
$1.41M ﹤0.01%
44,661
+4,386
844
$1.4M ﹤0.01%
15,800
+86
845
$1.4M ﹤0.01%
6,789
+3,079
846
$1.39M ﹤0.01%
13,297
+3,371
847
$1.39M ﹤0.01%
71,320
-185,659
848
$1.38M ﹤0.01%
12,788
+2,020
849
$1.38M ﹤0.01%
23,440
+2,274
850
$1.38M ﹤0.01%
73,321
32 33
34
35 36