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
$56.4B
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,174
New
Increased
Reduced
Closed

Top Buys

1
+$402M
2
+$312M
3
+$157M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$144M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$123M

Top Sells

1
+$498M
2
+$222M
3
+$104M
4
VV icon
Vanguard Large-Cap ETF
VV
+$97.9M
5
VB icon
Vanguard Small-Cap ETF
VB
+$96.1M

Sector Composition

1 Technology 4.28%
2 Financials 2.98%
3 Consumer Discretionary 1.83%
4 Communication Services 1.6%
5 Healthcare 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$381K ﹤0.01%
7,803
+3,524
1452
$379K ﹤0.01%
9,947
-177
1453
$379K ﹤0.01%
3,171
1454
$378K ﹤0.01%
6,362
+1,250
1455
$377K ﹤0.01%
3,041
+1,198
1456
$377K ﹤0.01%
6,282
-2,734
1457
$377K ﹤0.01%
3,928
+278
1458
$377K ﹤0.01%
14,751
+4,927
1459
$376K ﹤0.01%
47,583
1460
$376K ﹤0.01%
11,092
-4,997
1461
$375K ﹤0.01%
24,400
+3,510
1462
$375K ﹤0.01%
11,377
1463
$373K ﹤0.01%
3,415
-370
1464
$373K ﹤0.01%
5,264
-19
1465
$373K ﹤0.01%
8,214
-530
1466
$372K ﹤0.01%
15,018
+3,034
1467
$371K ﹤0.01%
13,839
+3
1468
$370K ﹤0.01%
8,501
+114
1469
$370K ﹤0.01%
4,081
+555
1470
$370K ﹤0.01%
12,219
-3,680
1471
$369K ﹤0.01%
4,774
+251
1472
$369K ﹤0.01%
61,840
-42,000
1473
$369K ﹤0.01%
10,814
+4
1474
$369K ﹤0.01%
+17,774
1475
$369K ﹤0.01%
11,150
-250
57 58
59
60 61