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
1276
$546K ﹤0.01%
12,911
+1,761
1277
$542K ﹤0.01%
11,202
-193
1278
$542K ﹤0.01%
22,597
1279
$541K ﹤0.01%
3,254
+371
1280
$541K ﹤0.01%
20,928
+2,231
1281
$540K ﹤0.01%
20,835
+144
1282
$540K ﹤0.01%
4,564
+1,069
1283
$539K ﹤0.01%
1,324
-1,570
1284
$539K ﹤0.01%
7,189
-211
1285
$539K ﹤0.01%
4,328
-139
1286
$539K ﹤0.01%
13,200
+1,300
1287
$537K ﹤0.01%
3,405
+7
1288
$536K ﹤0.01%
7,194
+705
1289
$536K ﹤0.01%
4,898
-2,332
1290
$532K ﹤0.01%
7,214
-121
1291
$529K ﹤0.01%
6,661
-1,931
1292
$529K ﹤0.01%
49,174
+21,142
1293
$525K ﹤0.01%
+10,199
1294
$525K ﹤0.01%
25,059
-359
1295
$525K ﹤0.01%
+2,853
1296
$525K ﹤0.01%
20,236
-3,762
1297
$524K ﹤0.01%
10,228
+1,547
1298
$523K ﹤0.01%
36,504
+5,283
1299
$522K ﹤0.01%
8,498
+60
1300
$521K ﹤0.01%
5,223
+33
50 51
52
53 54