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
1326
$318K ﹤0.01%
+10,857
1327
$318K ﹤0.01%
792
+94
1328
$317K ﹤0.01%
12,208
1329
$317K ﹤0.01%
16,406
-225
1330
$317K ﹤0.01%
+2,033
1331
$317K ﹤0.01%
5,497
+187
1332
$316K ﹤0.01%
32,744
-13,776
1333
$314K ﹤0.01%
12,884
+1,046
1334
$313K ﹤0.01%
5,018
-900
1335
$311K ﹤0.01%
6,521
+558
1336
$311K ﹤0.01%
13,876
+1,010
1337
$310K ﹤0.01%
9,258
-26
1338
$310K ﹤0.01%
10,455
-1,970
1339
$309K ﹤0.01%
25,930
1340
$309K ﹤0.01%
13,292
+3,064
1341
$309K ﹤0.01%
7,044
+392
1342
$308K ﹤0.01%
5,024
-1,170
1343
$308K ﹤0.01%
6,570
+729
1344
$307K ﹤0.01%
7,795
+1,213
1345
$307K ﹤0.01%
1,990
-1,194
1346
$307K ﹤0.01%
10,147
-1,038
1347
$307K ﹤0.01%
267,212
+29,562
1348
$307K ﹤0.01%
+8,842
1349
$306K ﹤0.01%
13,674
+310
1350
$306K ﹤0.01%
+18,135
52 53
54
55 56