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
1476
$250K ﹤0.01%
2,009
-30
1477
$249K ﹤0.01%
+4,866
1478
$249K ﹤0.01%
38,900
+3,000
1479
$248K ﹤0.01%
10,892
1480
$248K ﹤0.01%
12,006
-66
1481
$247K ﹤0.01%
10,781
-2,985
1482
$247K ﹤0.01%
+5,500
1483
$247K ﹤0.01%
4,328
+122
1484
$247K ﹤0.01%
51,953
+1,060
1485
$246K ﹤0.01%
5,706
+93
1486
$245K ﹤0.01%
3,034
+124
1487
$245K ﹤0.01%
9,566
-10,128
1488
$245K ﹤0.01%
+6,434
1489
$245K ﹤0.01%
6,028
-136
1490
$244K ﹤0.01%
3,406
-56
1491
$242K ﹤0.01%
6,152
-1,519
1492
$242K ﹤0.01%
14,244
+216
1493
$242K ﹤0.01%
40,110
+3,759
1494
$241K ﹤0.01%
+5,280
1495
$241K ﹤0.01%
+3,166
1496
$240K ﹤0.01%
14,982
+1,831
1497
$239K ﹤0.01%
4,795
+1,010
1498
$238K ﹤0.01%
2,000
1499
$237K ﹤0.01%
2,961
-118
1500
$237K ﹤0.01%
31,635
58 59
60
61 62