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
1076
$830K ﹤0.01%
15,829
-2,807
1077
$826K ﹤0.01%
14,386
+114
1078
$825K ﹤0.01%
17,266
+1,592
1079
$821K ﹤0.01%
2,893
+522
1080
$819K ﹤0.01%
15,644
+5,834
1081
$816K ﹤0.01%
9,356
-944
1082
$808K ﹤0.01%
+17,497
1083
$805K ﹤0.01%
9,118
+5
1084
$802K ﹤0.01%
6,225
-157
1085
$802K ﹤0.01%
19,855
+8,222
1086
$801K ﹤0.01%
103,132
-11,960
1087
$799K ﹤0.01%
11,012
+194
1088
$798K ﹤0.01%
16,385
-196
1089
$793K ﹤0.01%
8,246
+2,544
1090
$789K ﹤0.01%
7,349
+1,190
1091
$787K ﹤0.01%
16,744
+3,596
1092
$787K ﹤0.01%
9,963
+36
1093
$784K ﹤0.01%
7,658
+5,161
1094
$782K ﹤0.01%
6,733
+4,534
1095
$782K ﹤0.01%
7,305
-459
1096
$779K ﹤0.01%
20,762
+3,196
1097
$775K ﹤0.01%
20,550
+523
1098
$772K ﹤0.01%
85,825
1099
$771K ﹤0.01%
1,984
+726
1100
$769K ﹤0.01%
39,320
+4,481
42 43
44
45 46