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
$13.8B
AUM Growth
+$985M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,649
New
Increased
Reduced
Closed

Top Buys

1
+$75.7M
2
+$74.9M
3
+$67.9M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$57.6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$55.4M

Top Sells

1
+$35.5M
2
+$13.1M
3
+$10.8M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$10.1M
5
VB icon
Vanguard Small-Cap ETF
VB
+$7.73M

Sector Composition

1 Energy 5.61%
2 Financials 4.67%
3 Technology 3.18%
4 Healthcare 2.39%
5 Communication Services 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$286K ﹤0.01%
19,622
+12,554
1077
$284K ﹤0.01%
19,659
1078
$284K ﹤0.01%
10,227
+3,793
1079
$282K ﹤0.01%
7,549
-1,212
1080
$282K ﹤0.01%
5,527
+2,100
1081
$281K ﹤0.01%
63,168
-4,320
1082
$280K ﹤0.01%
9,282
+66
1083
$280K ﹤0.01%
8,924
-3,173
1084
$280K ﹤0.01%
10,128
+333
1085
$279K ﹤0.01%
37,350
-12,650
1086
$278K ﹤0.01%
3,575
+825
1087
$277K ﹤0.01%
7,840
+6,340
1088
$277K ﹤0.01%
8,151
+169
1089
$276K ﹤0.01%
2,989
+11
1090
$275K ﹤0.01%
11,259
+5,990
1091
$275K ﹤0.01%
3,719
+580
1092
$274K ﹤0.01%
2,151
-367
1093
$274K ﹤0.01%
3,023
+963
1094
$274K ﹤0.01%
5,601
+5,381
1095
$274K ﹤0.01%
6,028
+21
1096
$273K ﹤0.01%
37,700
-1,000
1097
$273K ﹤0.01%
6,670
+174
1098
$272K ﹤0.01%
5,982
-108
1099
$271K ﹤0.01%
14,000
+188
1100
$269K ﹤0.01%
6,264
+4
42 43
44
45 46