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
1376
$272K ﹤0.01%
10,002
1377
$272K ﹤0.01%
4,690
-2,098
1378
$271K ﹤0.01%
2,816
+305
1379
$271K ﹤0.01%
16,568
-1,354
1380
$270K ﹤0.01%
915
-25
1381
$269K ﹤0.01%
+7,326
1382
$269K ﹤0.01%
5,232
-102
1383
$269K ﹤0.01%
+12,866
1384
$269K ﹤0.01%
6,652
+656
1385
$268K ﹤0.01%
4,939
-460
1386
$267K ﹤0.01%
2,162
-102
1387
$266K ﹤0.01%
10,914
-5,402
1388
$266K ﹤0.01%
5,870
-1,501
1389
$266K ﹤0.01%
15,653
+4,540
1390
$265K ﹤0.01%
8,607
1391
$265K ﹤0.01%
14,523
+1,227
1392
$264K ﹤0.01%
3,619
1393
$263K ﹤0.01%
7,630
1394
$263K ﹤0.01%
1,924
-454
1395
$263K ﹤0.01%
23,379
-7,308
1396
$263K ﹤0.01%
8,187
+195
1397
$263K ﹤0.01%
5,023
+350
1398
$262K ﹤0.01%
14,360
+590
1399
$262K ﹤0.01%
+9,730
1400
$261K ﹤0.01%
19,034
-1,231
54 55
56
57 58