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
$27.7B
AUM Growth
+$3.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,972
New
Increased
Reduced
Closed

Top Buys

1
+$160M
2
+$120M
3
+$107M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$96M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$95.9M

Top Sells

1
+$66.1M
2
+$33.2M
3
+$22.3M
4
VDE icon
Vanguard Energy ETF
VDE
+$19.4M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$13.1M

Sector Composition

1 Financials 4.73%
2 Technology 4.11%
3 Healthcare 2.19%
4 Energy 2.03%
5 Consumer Discretionary 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
$293K ﹤0.01%
15,502
-1,074
1327
$293K ﹤0.01%
11,800
-18
1328
$293K ﹤0.01%
6,760
1329
$293K ﹤0.01%
+156
1330
$293K ﹤0.01%
22,342
+102
1331
$292K ﹤0.01%
22,689
+1,429
1332
$292K ﹤0.01%
8,468
-236
1333
$289K ﹤0.01%
7,514
-63
1334
$289K ﹤0.01%
14,982
-2,042
1335
$289K ﹤0.01%
501
+100
1336
$289K ﹤0.01%
5,349
-168
1337
$289K ﹤0.01%
+14,361
1338
$288K ﹤0.01%
12,280
+665
1339
$287K ﹤0.01%
6,578
-6,493
1340
$287K ﹤0.01%
26,554
-6,809
1341
$286K ﹤0.01%
11,105
-642
1342
$286K ﹤0.01%
9,284
-514
1343
$286K ﹤0.01%
+6,878
1344
$286K ﹤0.01%
5,189
+27
1345
$286K ﹤0.01%
7,457
-4,426
1346
$285K ﹤0.01%
3,551
-13
1347
$284K ﹤0.01%
+5,737
1348
$284K ﹤0.01%
21,505
1349
$284K ﹤0.01%
8,008
+339
1350
$283K ﹤0.01%
24,038
-1,617
52 53
54
55 56