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
1401
$282K ﹤0.01%
626
1402
$282K ﹤0.01%
+52,205
1403
$282K ﹤0.01%
8,200
+390
1404
$281K ﹤0.01%
14,198
+367
1405
$281K ﹤0.01%
15,180
-1,388
1406
$281K ﹤0.01%
11,333
+419
1407
$281K ﹤0.01%
9,569
-2,038
1408
$280K ﹤0.01%
2,291
-25
1409
$280K ﹤0.01%
3,264
+666
1410
$279K ﹤0.01%
2,523
+109
1411
$279K ﹤0.01%
1,984
+13
1412
$279K ﹤0.01%
4,295
-395
1413
$279K ﹤0.01%
2,557
-2,120
1414
$278K ﹤0.01%
68,989
-290
1415
$278K ﹤0.01%
1,476
-334
1416
$277K ﹤0.01%
5,253
-167
1417
$276K ﹤0.01%
6,876
+442
1418
$275K ﹤0.01%
4,949
-400
1419
$274K ﹤0.01%
+36,190
1420
$274K ﹤0.01%
16,913
+6,726
1421
$274K ﹤0.01%
5,693
+310
1422
$273K ﹤0.01%
+11,787
1423
$272K ﹤0.01%
74,469
+562
1424
$272K ﹤0.01%
6,060
1425
$271K ﹤0.01%
+10,353
55 56
57
58 59