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
1176
$676K ﹤0.01%
10,837
+3,350
1177
$674K ﹤0.01%
10,292
+311
1178
$673K ﹤0.01%
65,000
1179
$672K ﹤0.01%
6,087
1180
$671K ﹤0.01%
19,708
1181
$670K ﹤0.01%
24,800
1182
$669K ﹤0.01%
12,354
+184
1183
$668K ﹤0.01%
2,073
+433
1184
$663K ﹤0.01%
3,323
-87
1185
$660K ﹤0.01%
6,872
-402
1186
$660K ﹤0.01%
18,740
-431
1187
$659K ﹤0.01%
20,064
+2,488
1188
$659K ﹤0.01%
7,322
+224
1189
$659K ﹤0.01%
8,664
+2,872
1190
$659K ﹤0.01%
13,021
1191
$657K ﹤0.01%
15,493
+6,186
1192
$653K ﹤0.01%
30,734
-2,924
1193
$652K ﹤0.01%
28,858
+1,515
1194
$651K ﹤0.01%
18,078
-245
1195
$649K ﹤0.01%
47,683
1196
$648K ﹤0.01%
+12,896
1197
$647K ﹤0.01%
+28,551
1198
$646K ﹤0.01%
24,449
-1,498
1199
$645K ﹤0.01%
10,281
+491
1200
$645K ﹤0.01%
18,768
46 47
48
49 50