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
1451
$260K ﹤0.01%
41,541
-1,073
1452
$260K ﹤0.01%
+4,845
1453
$260K ﹤0.01%
+9,213
1454
$260K ﹤0.01%
18,700
1455
$259K ﹤0.01%
8,000
1456
$257K ﹤0.01%
+8,311
1457
$257K ﹤0.01%
4,817
+1,162
1458
$257K ﹤0.01%
2,412
-748
1459
$256K ﹤0.01%
+17,376
1460
$256K ﹤0.01%
18,067
1461
$256K ﹤0.01%
+5,316
1462
$255K ﹤0.01%
11,788
-4,762
1463
$254K ﹤0.01%
11,592
+2,913
1464
$254K ﹤0.01%
6,820
-319
1465
$253K ﹤0.01%
+11,242
1466
$253K ﹤0.01%
6,452
-272
1467
$253K ﹤0.01%
1,747
1468
$252K ﹤0.01%
+7,899
1469
$252K ﹤0.01%
20,304
+1,445
1470
$251K ﹤0.01%
11,301
+147
1471
$251K ﹤0.01%
1,532
+93
1472
$251K ﹤0.01%
12,540
-80
1473
$250K ﹤0.01%
+5,182
1474
$250K ﹤0.01%
12,747
+1,546
1475
$250K ﹤0.01%
227,392
+77,978
57 58
59
60 61