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
$11B
AUM Growth
+$381M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,223
New
Increased
Reduced
Closed

Top Buys

1
+$237M
2
+$147M
3
+$117M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$65.2M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$58.6M

Top Sells

1
+$196M
2
+$39.9M
3
+$33.5M
4
VV icon
Vanguard Large-Cap ETF
VV
+$20.2M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$9.72M

Sector Composition

1 Energy 5.81%
2 Financials 4.32%
3 Technology 3.77%
4 Healthcare 2.48%
5 Communication Services 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$186K ﹤0.01%
1,162
+610
877
$186K ﹤0.01%
12,886
-2,126
878
$186K ﹤0.01%
16,502
+3,443
879
$185K ﹤0.01%
13,500
880
$185K ﹤0.01%
10,292
+8,550
881
$182K ﹤0.01%
5,602
+828
882
$181K ﹤0.01%
12,659
-1,426
883
$181K ﹤0.01%
11,301
+987
884
$181K ﹤0.01%
11,450
+10
885
$181K ﹤0.01%
10,258
-1,740
886
$180K ﹤0.01%
10,677
+27
887
$178K ﹤0.01%
10,216
-476
888
$178K ﹤0.01%
12,004
+6,077
889
$176K ﹤0.01%
+6,651
890
$176K ﹤0.01%
12,129
+2,980
891
$175K ﹤0.01%
75,249
-7,025
892
$174K ﹤0.01%
14,179
+888
893
$172K ﹤0.01%
20,313
894
$171K ﹤0.01%
26,497
+4,201
895
$170K ﹤0.01%
6,061
+476
896
$168K ﹤0.01%
11,334
+3,145
897
$168K ﹤0.01%
10,748
+1,512
898
$167K ﹤0.01%
12,640
+17
899
$165K ﹤0.01%
13,800
-500
900
$165K ﹤0.01%
14,832
+4,056
34 35
36
37 38