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
1426
$270K ﹤0.01%
28,144
1427
$269K ﹤0.01%
16,427
+4
1428
$269K ﹤0.01%
23,103
+2,460
1429
$268K ﹤0.01%
15,233
+332
1430
$268K ﹤0.01%
18,904
1431
$267K ﹤0.01%
3,792
+217
1432
$267K ﹤0.01%
8,038
+408
1433
$267K ﹤0.01%
2,801
+54
1434
$267K ﹤0.01%
3,921
+760
1435
$266K ﹤0.01%
+8,233
1436
$266K ﹤0.01%
21,931
-2,463
1437
$266K ﹤0.01%
12,000
1438
$265K ﹤0.01%
12,983
-2,101
1439
$265K ﹤0.01%
5,732
-100
1440
$265K ﹤0.01%
5,228
+10
1441
$265K ﹤0.01%
20,425
1442
$265K ﹤0.01%
9,032
1443
$264K ﹤0.01%
5,244
+12
1444
$264K ﹤0.01%
+5,781
1445
$264K ﹤0.01%
7,353
+812
1446
$263K ﹤0.01%
2,162
1447
$263K ﹤0.01%
+5,277
1448
$263K ﹤0.01%
15,824
-986
1449
$263K ﹤0.01%
22,822
+480
1450
$262K ﹤0.01%
8,394
56 57
58
59 60