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
$11B
AUM Growth
+$381M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,223
New
Increased
Reduced
Closed

Top Buys

1
+$237M
2
+$147M
3
+$117M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$65.2M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$58.6M

Top Sells

1
+$196M
2
+$39.9M
3
+$33.5M
4
VV icon
Vanguard Large-Cap ETF
VV
+$20.2M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$9.72M

Sector Composition

1 Energy 5.81%
2 Financials 4.32%
3 Technology 3.77%
4 Healthcare 2.48%
5 Communication Services 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
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-1,834
1077
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1078
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1079
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-2,924
1080
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1081
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-200
1082
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-800
1083
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-1,203
1084
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-1,000
1085
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1086
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-300
1087
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-1,964
1088
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-7,503
1089
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-2,643
1090
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-2
1091
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-31
1092
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-10
1093
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-6,829
1094
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1095
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-700
1096
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-1,866
1097
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1098
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-373
1099
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-850
1100
– –
-120
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