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
1426
$415K ﹤0.01%
26,879
+2,999
1427
$415K ﹤0.01%
12,181
-314
1428
$414K ﹤0.01%
8,716
-822
1429
$414K ﹤0.01%
21,038
1430
$414K ﹤0.01%
9,208
-249
1431
$413K ﹤0.01%
2,987
+149
1432
$411K ﹤0.01%
7,312
+53
1433
$411K ﹤0.01%
19,640
-3,253
1434
$410K ﹤0.01%
+15,677
1435
$409K ﹤0.01%
33,215
+12,700
1436
$409K ﹤0.01%
6,992
-2,818
1437
$409K ﹤0.01%
5,420
-683
1438
$408K ﹤0.01%
16,044
-6,332
1439
$408K ﹤0.01%
1,495
+21
1440
$408K ﹤0.01%
11,753
+1,093
1441
$407K ﹤0.01%
20,401
-1,047
1442
$407K ﹤0.01%
10,593
+19
1443
$406K ﹤0.01%
27,900
-21,900
1444
$404K ﹤0.01%
4,599
+104
1445
$404K ﹤0.01%
1,185
+647
1446
$403K ﹤0.01%
24,586
+3,327
1447
$403K ﹤0.01%
33,461
+131
1448
$401K ﹤0.01%
8,154
-1,027
1449
$399K ﹤0.01%
36,311
+2,545
1450
$399K ﹤0.01%
2,854
+215
56 57
58
59 60