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
851
$1.38M ﹤0.01%
60,608
+49,110
852
$1.36M ﹤0.01%
11,571
+72
853
$1.36M ﹤0.01%
8,502
+255
854
$1.36M ﹤0.01%
4,166
-44
855
$1.36M ﹤0.01%
21,363
+729
856
$1.35M ﹤0.01%
38,791
-289
857
$1.34M ﹤0.01%
18,262
+1,743
858
$1.33M ﹤0.01%
43,797
-104
859
$1.33M ﹤0.01%
5,052
-134
860
$1.32M ﹤0.01%
68,394
-13,800
861
$1.32M ﹤0.01%
29,840
+225
862
$1.32M ﹤0.01%
15,607
+1,458
863
$1.32M ﹤0.01%
24,271
+1,694
864
$1.31M ﹤0.01%
3,809
+198
865
$1.31M ﹤0.01%
6,084
+303
866
$1.3M ﹤0.01%
56,536
+48
867
$1.3M ﹤0.01%
27,446
+10,894
868
$1.3M ﹤0.01%
19,228
+2,136
869
$1.29M ﹤0.01%
163,787
+116,340
870
$1.29M ﹤0.01%
22,172
+1,505
871
$1.29M ﹤0.01%
+5,670
872
$1.28M ﹤0.01%
44,884
+26,928
873
$1.28M ﹤0.01%
9,747
+223
874
$1.28M ﹤0.01%
+50,243
875
$1.27M ﹤0.01%
4,287
+1,818
33 34
35
36 37