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
1126
$732K ﹤0.01%
35,553
-3,152
1127
$729K ﹤0.01%
4,747
+65
1128
$729K ﹤0.01%
31,146
+4,123
1129
$728K ﹤0.01%
+11,445
1130
$727K ﹤0.01%
46,563
+2,329
1131
$727K ﹤0.01%
7,733
+40
1132
$726K ﹤0.01%
11,491
+2,444
1133
$726K ﹤0.01%
34,429
-2,038
1134
$725K ﹤0.01%
10,521
-369
1135
$724K ﹤0.01%
7,735
+35
1136
$724K ﹤0.01%
24,745
+3,575
1137
$724K ﹤0.01%
10,871
+579
1138
$723K ﹤0.01%
1,550
+26
1139
$723K ﹤0.01%
26,212
+9,298
1140
$720K ﹤0.01%
10,985
+3,045
1141
$719K ﹤0.01%
15,350
-1,317
1142
$716K ﹤0.01%
3,900
-251
1143
$716K ﹤0.01%
15,311
+90
1144
$715K ﹤0.01%
12,176
+627
1145
$715K ﹤0.01%
14,710
-3,950
1146
$712K ﹤0.01%
+55,330
1147
$712K ﹤0.01%
6,239
+1,296
1148
$712K ﹤0.01%
3,493
-275
1149
$709K ﹤0.01%
60,559
+686
1150
$709K ﹤0.01%
28,397
+489
44 45
46
47 48