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
951
$628K ﹤0.01%
16,002
-5,765
952
$626K ﹤0.01%
20,092
+94
953
$623K ﹤0.01%
124,344
+34,647
954
$622K ﹤0.01%
24,171
-2,092
955
$621K ﹤0.01%
9,368
+25
956
$620K ﹤0.01%
7,470
-244
957
$619K ﹤0.01%
8,162
+972
958
$617K ﹤0.01%
15,198
959
$615K ﹤0.01%
6,300
+2,450
960
$614K ﹤0.01%
21,347
-1,312
961
$614K ﹤0.01%
9,763
-263
962
$613K ﹤0.01%
13,006
963
$611K ﹤0.01%
21,095
-3,727
964
$611K ﹤0.01%
5,379
+50
965
$608K ﹤0.01%
10,396
+3,335
966
$606K ﹤0.01%
9,677
967
$605K ﹤0.01%
17,933
+3,668
968
$605K ﹤0.01%
11,799
-6,215
969
$605K ﹤0.01%
6,104
+1,465
970
$602K ﹤0.01%
3,903
+1,032
971
$602K ﹤0.01%
7,980
-2,240
972
$600K ﹤0.01%
50,600
973
$599K ﹤0.01%
11,429
-613
974
$598K ﹤0.01%
2,099
-647
975
$596K ﹤0.01%
30,024
+833
37 38
39
40 41