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
926
$664K ﹤0.01%
17,306
+3,641
927
$663K ﹤0.01%
18,482
-300
928
$662K ﹤0.01%
62,251
-34,865
929
$662K ﹤0.01%
25,525
930
$660K ﹤0.01%
20,891
+783
931
$656K ﹤0.01%
30,862
+46
932
$654K ﹤0.01%
41,469
+22,435
933
$654K ﹤0.01%
3,568
-423
934
$653K ﹤0.01%
8,155
+653
935
$650K ﹤0.01%
1,776
+241
936
$650K ﹤0.01%
29,282
+2,803
937
$649K ﹤0.01%
12,646
-1,126
938
$648K ﹤0.01%
+27,947
939
$647K ﹤0.01%
13,885
-464
940
$645K ﹤0.01%
89,522
+959
941
$643K ﹤0.01%
10,468
942
$643K ﹤0.01%
45,914
-333
943
$640K ﹤0.01%
55,630
+4,202
944
$639K ﹤0.01%
3,691
+82
945
$639K ﹤0.01%
24,092
+163
946
$639K ﹤0.01%
16,003
-6,188
947
$638K ﹤0.01%
9,936
+1,540
948
$638K ﹤0.01%
26,772
+2,592
949
$638K ﹤0.01%
37,040
+1,456
950
$633K ﹤0.01%
37,300
36 37
38
39 40