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
851
$803K ﹤0.01%
8,046
+100
852
$799K ﹤0.01%
35,358
+1,560
853
$798K ﹤0.01%
25,963
+1,020
854
$797K ﹤0.01%
16,501
+1,001
855
$796K ﹤0.01%
22,375
-100
856
$792K ﹤0.01%
180,369
-6,909
857
$791K ﹤0.01%
4,654
-512
858
$788K ﹤0.01%
5,379
+419
859
$788K ﹤0.01%
28,132
860
$784K ﹤0.01%
66,199
+1,695
861
$783K ﹤0.01%
19,789
+110
862
$783K ﹤0.01%
33,545
+5,290
863
$782K ﹤0.01%
30,635
+2,595
864
$782K ﹤0.01%
20,177
-1,050
865
$782K ﹤0.01%
+4,517
866
$776K ﹤0.01%
4,235
+392
867
$774K ﹤0.01%
15,825
-471
868
$773K ﹤0.01%
13,795
-209
869
$771K ﹤0.01%
+61,598
870
$769K ﹤0.01%
16,017
-501
871
$768K ﹤0.01%
24,400
+2,720
872
$765K ﹤0.01%
64,691
-9,052
873
$764K ﹤0.01%
39,581
-172
874
$763K ﹤0.01%
15,343
-400
875
$760K ﹤0.01%
12,379
+7,220
33 34
35
36 37