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
$27.7B
AUM Growth
+$3.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,972
New
Increased
Reduced
Closed

Top Buys

1
+$160M
2
+$120M
3
+$107M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$96M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$95.9M

Top Sells

1
+$66.1M
2
+$33.2M
3
+$22.3M
4
VDE icon
Vanguard Energy ETF
VDE
+$19.4M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$13.1M

Sector Composition

1 Financials 4.73%
2 Technology 4.11%
3 Healthcare 2.19%
4 Energy 2.03%
5 Consumer Discretionary 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1476
$233K ﹤0.01%
20,105
-230
1477
$233K ﹤0.01%
35,900
-1,398
1478
$232K ﹤0.01%
+17,879
1479
$232K ﹤0.01%
3,630
-180
1480
$231K ﹤0.01%
35,165
-13,165
1481
$231K ﹤0.01%
14,028
-127
1482
$231K ﹤0.01%
+3,150
1483
$229K ﹤0.01%
6,234
-290
1484
$229K ﹤0.01%
17,610
+60
1485
$229K ﹤0.01%
+1,937
1486
$228K ﹤0.01%
35,626
1487
$228K ﹤0.01%
18,859
-221
1488
$228K ﹤0.01%
+8,475
1489
$227K ﹤0.01%
5,665
+290
1490
$227K ﹤0.01%
+1,783
1491
$227K ﹤0.01%
3,674
+70
1492
$226K ﹤0.01%
2,145
+159
1493
$226K ﹤0.01%
14,343
1494
$226K ﹤0.01%
5,613
-471
1495
$225K ﹤0.01%
2,805
+30
1496
$225K ﹤0.01%
13,151
+907
1497
$224K ﹤0.01%
15,032
-169
1498
$223K ﹤0.01%
16,870
1499
$223K ﹤0.01%
+3,420
1500
$222K ﹤0.01%
+2,598
58 59
60
61 62