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
$27.7B
AUM Growth
+$3.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,972
New
Increased
Reduced
Closed

Top Buys

1
+$160M
2
+$120M
3
+$107M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$96M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$95.9M

Top Sells

1
+$66.1M
2
+$33.2M
3
+$22.3M
4
VDE icon
Vanguard Energy ETF
VDE
+$19.4M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$13.1M

Sector Composition

1 Financials 4.73%
2 Technology 4.11%
3 Healthcare 2.19%
4 Energy 2.03%
5 Consumer Discretionary 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$585K ﹤0.01%
24,180
-1,300
952
$585K ﹤0.01%
+5,827
953
$585K ﹤0.01%
4,698
+1,397
954
$583K ﹤0.01%
+6,687
955
$581K ﹤0.01%
31,414
-102
956
$580K ﹤0.01%
+45,159
957
$579K ﹤0.01%
23,929
-793
958
$579K ﹤0.01%
50,600
959
$577K ﹤0.01%
13,665
-1,194
960
$577K ﹤0.01%
9,677
+1,079
961
$573K ﹤0.01%
5,753
+267
962
$571K ﹤0.01%
11,681
+804
963
$568K ﹤0.01%
14,207
+199
964
$568K ﹤0.01%
48,774
+137
965
$567K ﹤0.01%
29,191
-500
966
$566K ﹤0.01%
30,000
967
$565K ﹤0.01%
7,799
-349
968
$565K ﹤0.01%
+45,335
969
$562K ﹤0.01%
6,252
-305
970
$562K ﹤0.01%
30,816
-56
971
$559K ﹤0.01%
17,017
+1,008
972
$554K ﹤0.01%
10,416
-237
973
$553K ﹤0.01%
33,925
-2,519
974
$553K ﹤0.01%
15,486
+695
975
$551K ﹤0.01%
6,011
-2,669
37 38
39
40 41