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
976
$1M ﹤0.01%
5,160
+311
977
$1M ﹤0.01%
34,603
-1,253
978
$1M ﹤0.01%
34,670
+2,340
979
$1M ﹤0.01%
11,077
+6,655
980
$1M ﹤0.01%
31,463
+2,692
981
$998K ﹤0.01%
21,751
+891
982
$994K ﹤0.01%
12,364
-214
983
$992K ﹤0.01%
38,958
-3,596
984
$991K ﹤0.01%
32,199
+5,869
985
$990K ﹤0.01%
+45,561
986
$989K ﹤0.01%
12,424
987
$987K ﹤0.01%
15,729
+1,579
988
$986K ﹤0.01%
5,209
+315
989
$985K ﹤0.01%
+12,591
990
$985K ﹤0.01%
11,463
+4,006
991
$984K ﹤0.01%
12,324
-412
992
$982K ﹤0.01%
27,328
+10,160
993
$981K ﹤0.01%
748
+554
994
$981K ﹤0.01%
32,847
+15,027
995
$978K ﹤0.01%
12,265
+1,754
996
$976K ﹤0.01%
33,486
-3,772
997
$975K ﹤0.01%
89,605
-1,679
998
$972K ﹤0.01%
15,731
-2,159
999
$963K ﹤0.01%
12,235
+465
1000
$961K ﹤0.01%
29,561
+7,565
38 39
40
41 42