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
1351
$283K ﹤0.01%
25,666
+15,860
1352
$282K ﹤0.01%
3,817
-203
1353
$282K ﹤0.01%
4,510
+257
1354
$282K ﹤0.01%
+44
1355
$282K ﹤0.01%
5,218
-984
1356
$281K ﹤0.01%
46,070
-8,333
1357
$280K ﹤0.01%
5,320
-299
1358
$280K ﹤0.01%
5,150
-2,180
1359
$279K ﹤0.01%
2,831
-432
1360
$278K ﹤0.01%
5,841
-100
1361
$278K ﹤0.01%
+2,078
1362
$278K ﹤0.01%
12,072
-107
1363
$276K ﹤0.01%
+6,208
1364
$276K ﹤0.01%
16,810
-28
1365
$275K ﹤0.01%
28,839
+5,555
1366
$275K ﹤0.01%
69,279
1367
$274K ﹤0.01%
+2,332
1368
$274K ﹤0.01%
4,206
+244
1369
$274K ﹤0.01%
5,383
1370
$274K ﹤0.01%
16,349
+284
1371
$274K ﹤0.01%
7,327
-639
1372
$273K ﹤0.01%
25,930
1373
$273K ﹤0.01%
6,724
-433
1374
$273K ﹤0.01%
2,747
+254
1375
$273K ﹤0.01%
11,838
+50
53 54
55
56 57