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
876
$757K ﹤0.01%
21,439
-1,338
877
$756K ﹤0.01%
+20,500
878
$755K ﹤0.01%
12,732
+2,400
879
$754K ﹤0.01%
+152,717
880
$752K ﹤0.01%
5,980
+1,282
881
$739K ﹤0.01%
4,587
-169
882
$736K ﹤0.01%
5,708
-5
883
$735K ﹤0.01%
30,379
-2,007
884
$734K ﹤0.01%
29,813
-1,242
885
$730K ﹤0.01%
7,000
+989
886
$727K ﹤0.01%
11,002
-1,246
887
$727K ﹤0.01%
12,153
+1,737
888
$726K ﹤0.01%
14,580
+1,497
889
$721K ﹤0.01%
7,039
-603
890
$720K ﹤0.01%
13,835
-1,576
891
$717K ﹤0.01%
14,469
-4,342
892
$716K ﹤0.01%
5,403
+447
893
$712K ﹤0.01%
34,312
-7,327
894
$710K ﹤0.01%
10,740
-45
895
$709K ﹤0.01%
6,126
+7
896
$709K ﹤0.01%
6,353
+1,266
897
$708K ﹤0.01%
24,216
+1,088
898
$708K ﹤0.01%
22,381
-414
899
$706K ﹤0.01%
12,211
+422
900
$706K ﹤0.01%
+5,905
34 35
36
37 38