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
1326
$488K ﹤0.01%
+18,917
1327
$487K ﹤0.01%
12,149
+557
1328
$485K ﹤0.01%
24,553
-940
1329
$484K ﹤0.01%
7,468
+1,287
1330
$483K ﹤0.01%
36,801
+635
1331
$483K ﹤0.01%
4,239
-431
1332
$482K ﹤0.01%
23,204
1333
$482K ﹤0.01%
28,630
1334
$480K ﹤0.01%
7,886
-3,506
1335
$480K ﹤0.01%
8,878
+1,284
1336
$478K ﹤0.01%
+8,333
1337
$478K ﹤0.01%
8,692
1338
$478K ﹤0.01%
4,237
-17
1339
$478K ﹤0.01%
9,043
+892
1340
$477K ﹤0.01%
19,309
+352
1341
$476K ﹤0.01%
5,082
1342
$476K ﹤0.01%
19,289
+167
1343
$475K ﹤0.01%
6,629
+261
1344
$474K ﹤0.01%
69,672
+100
1345
$473K ﹤0.01%
4,339
-267
1346
$472K ﹤0.01%
4,120
-125
1347
$472K ﹤0.01%
12,758
-2,358
1348
$472K ﹤0.01%
3,155
-288
1349
$470K ﹤0.01%
10,246
+128
1350
$468K ﹤0.01%
3,461
+215
52 53
54
55 56