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
876
$1.27M ﹤0.01%
30,056
+1,018
877
$1.27M ﹤0.01%
18,415
-945
878
$1.26M ﹤0.01%
22,769
+7,351
879
$1.26M ﹤0.01%
26,357
-851
880
$1.25M ﹤0.01%
14,988
+3,334
881
$1.25M ﹤0.01%
115,226
+705
882
$1.25M ﹤0.01%
43,656
+18,173
883
$1.25M ﹤0.01%
9,005
+119
884
$1.24M ﹤0.01%
5,190
-783
885
$1.24M ﹤0.01%
23,823
-5,153
886
$1.24M ﹤0.01%
27,652
-1,100
887
$1.24M ﹤0.01%
106,662
+6,633
888
$1.24M ﹤0.01%
933
+625
889
$1.23M ﹤0.01%
28,036
-467
890
$1.23M ﹤0.01%
11,122
-266
891
$1.23M ﹤0.01%
3,564
+8
892
$1.23M ﹤0.01%
8,141
-1,523
893
$1.23M ﹤0.01%
23,634
-366,949
894
$1.23M ﹤0.01%
7,243
+3,162
895
$1.23M ﹤0.01%
25,907
+2,498
896
$1.23M ﹤0.01%
22,390
+3,966
897
$1.22M ﹤0.01%
4,151
+731
898
$1.22M ﹤0.01%
57,603
+20,201
899
$1.21M ﹤0.01%
22,632
900
$1.21M ﹤0.01%
26,849
+65
34 35
36
37 38