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
1451
$398K ﹤0.01%
2,625
+428
1452
$397K ﹤0.01%
66,003
-40,186
1453
$397K ﹤0.01%
3,413
+405
1454
$396K ﹤0.01%
2,099
-969
1455
$396K ﹤0.01%
13,934
+899
1456
$396K ﹤0.01%
13,400
+600
1457
$395K ﹤0.01%
15,941
-1,952
1458
$394K ﹤0.01%
4,298
+150
1459
$394K ﹤0.01%
12,632
-5,424
1460
$393K ﹤0.01%
15,754
+133
1461
$392K ﹤0.01%
3,348
-354
1462
$390K ﹤0.01%
26,356
+184
1463
$389K ﹤0.01%
5,542
-10,312
1464
$389K ﹤0.01%
12,614
+40
1465
$389K ﹤0.01%
+16,635
1466
$388K ﹤0.01%
15,091
-36
1467
$388K ﹤0.01%
265
1468
$387K ﹤0.01%
22,079
+450
1469
$387K ﹤0.01%
+13,947
1470
$387K ﹤0.01%
12,069
+692
1471
$386K ﹤0.01%
7,387
-24
1472
$386K ﹤0.01%
4,510
-5,013
1473
$386K ﹤0.01%
29,908
+10,814
1474
$385K ﹤0.01%
+8,311
1475
$385K ﹤0.01%
7,659
+2,803
57 58
59
60 61