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
$29.7B
AUM Growth
+$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,012
New
Increased
Reduced
Closed

Top Buys

1
+$302M
2
+$265M
3
+$78.6M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$76.5M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$73.6M

Top Sells

1
+$117M
2
+$53.8M
3
+$32.5M
4
VDE icon
Vanguard Energy ETF
VDE
+$31.6M
5
DIS icon
Walt Disney
DIS
+$15.5M

Sector Composition

1 Financials 4.86%
2 Technology 4.06%
3 Healthcare 2.07%
4 Industrials 1.88%
5 Consumer Discretionary 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$362K ﹤0.01%
15,764
+53
1252
$362K ﹤0.01%
17,577
-24,900
1253
$361K ﹤0.01%
6,428
+241
1254
$361K ﹤0.01%
30,177
+927
1255
$360K ﹤0.01%
59,622
-146
1256
$360K ﹤0.01%
5,390
+295
1257
$359K ﹤0.01%
+31,514
1258
$359K ﹤0.01%
18,791
+2,442
1259
$358K ﹤0.01%
13,502
+2,735
1260
$357K ﹤0.01%
16,071
-125
1261
$355K ﹤0.01%
5,760
+31
1262
$353K ﹤0.01%
9,575
1263
$352K ﹤0.01%
2,188
-66
1264
$352K ﹤0.01%
4,752
+153
1265
$351K ﹤0.01%
22,660
+2
1266
$351K ﹤0.01%
26,359
-5,367
1267
$351K ﹤0.01%
3,928
-997
1268
$350K ﹤0.01%
8,488
+974
1269
$349K ﹤0.01%
4,990
-1,025
1270
$348K ﹤0.01%
2,260
+336
1271
$347K ﹤0.01%
17,442
-4,806
1272
$347K ﹤0.01%
49,502
+953
1273
$346K ﹤0.01%
10,355
+699
1274
$346K ﹤0.01%
7,113
+21
1275
$346K ﹤0.01%
15,792
+810
49 50
51
52 53