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
1276
$346K ﹤0.01%
915
1277
$346K ﹤0.01%
128,976
1278
$345K ﹤0.01%
+1,917
1279
$345K ﹤0.01%
16,356
-1,819
1280
$344K ﹤0.01%
2,439
+383
1281
$344K ﹤0.01%
10,146
+3,900
1282
$343K ﹤0.01%
6,242
-441
1283
$343K ﹤0.01%
4,892
1284
$343K ﹤0.01%
1,593
+43
1285
$342K ﹤0.01%
20,000
1286
$341K ﹤0.01%
3,510
+133
1287
$341K ﹤0.01%
4,445
-18,978
1288
$341K ﹤0.01%
4,191
-215
1289
$340K ﹤0.01%
3,394
-783
1290
$338K ﹤0.01%
33,172
-2,860
1291
$337K ﹤0.01%
5,324
+135
1292
$337K ﹤0.01%
5,160
+13
1293
$335K ﹤0.01%
8,152
+302
1294
$335K ﹤0.01%
2,360
+26
1295
$335K ﹤0.01%
3,238
+135
1296
$335K ﹤0.01%
+4,168
1297
$334K ﹤0.01%
6,503
-75
1298
$334K ﹤0.01%
16,073
-1,603
1299
$333K ﹤0.01%
15,266
-949
1300
$333K ﹤0.01%
40,112
+1,012
50 51
52
53 54