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
976
$596K ﹤0.01%
11,166
-1,178
977
$595K ﹤0.01%
79,885
+2,535
978
$593K ﹤0.01%
55,104
+26,265
979
$593K ﹤0.01%
11,997
-49
980
$590K ﹤0.01%
32,519
+10,088
981
$588K ﹤0.01%
49,139
+365
982
$587K ﹤0.01%
6,078
+188
983
$583K ﹤0.01%
7,492
-1,472
984
$582K ﹤0.01%
36,420
+3,922
985
$582K ﹤0.01%
18,264
+2,320
986
$581K ﹤0.01%
5,130
-306
987
$581K ﹤0.01%
13,772
+7,012
988
$580K ﹤0.01%
7,029
-418
989
$580K ﹤0.01%
24,738
-7,116
990
$580K ﹤0.01%
18,660
-415
991
$579K ﹤0.01%
3,713
+64
992
$579K ﹤0.01%
33,692
-5,000
993
$578K ﹤0.01%
8,968
-74
994
$578K ﹤0.01%
16,612
-2,089
995
$577K ﹤0.01%
11,495
-479
996
$577K ﹤0.01%
26,878
+547
997
$576K ﹤0.01%
60,971
998
$576K ﹤0.01%
6,836
-536
999
$576K ﹤0.01%
7,919
+120
1000
$576K ﹤0.01%
18,701
-29,319
38 39
40
41 42