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
1051
$868K ﹤0.01%
27,567
-180
1052
$867K ﹤0.01%
17,227
+1,324
1053
$867K ﹤0.01%
33,370
-8,344
1054
$866K ﹤0.01%
11,471
+267
1055
$860K ﹤0.01%
15,672
+4,172
1056
$859K ﹤0.01%
2,887
-102
1057
$859K ﹤0.01%
18,157
-1,960
1058
$858K ﹤0.01%
+36,502
1059
$857K ﹤0.01%
9,521
+2,717
1060
$857K ﹤0.01%
11,113
-1,189
1061
$856K ﹤0.01%
10,951
+482
1062
$854K ﹤0.01%
19,764
+283
1063
$853K ﹤0.01%
35,751
-2,737
1064
$852K ﹤0.01%
24,917
+5,262
1065
$852K ﹤0.01%
9,677
+423
1066
$848K ﹤0.01%
15,999
+305
1067
$847K ﹤0.01%
18,447
-1,350
1068
$847K ﹤0.01%
35,086
-452
1069
$845K ﹤0.01%
3,431
-459
1070
$845K ﹤0.01%
17,393
+911
1071
$838K ﹤0.01%
14,128
1072
$837K ﹤0.01%
13,937
+34
1073
$835K ﹤0.01%
14,807
+2,792
1074
$832K ﹤0.01%
31,959
+1,252
1075
$832K ﹤0.01%
+65,630
41 42
43
44 45