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
1526
$229K ﹤0.01%
+8,058
1527
$228K ﹤0.01%
8,255
-1,140
1528
$227K ﹤0.01%
34,390
1529
$227K ﹤0.01%
3,803
+129
1530
$227K ﹤0.01%
14,343
1531
$225K ﹤0.01%
3,430
-200
1532
$225K ﹤0.01%
6,767
-3,306
1533
$225K ﹤0.01%
60,173
+25,000
1534
$225K ﹤0.01%
11,100
+1,100
1535
$224K ﹤0.01%
+9,816
1536
$224K ﹤0.01%
+1,069
1537
$224K ﹤0.01%
4,467
1538
$223K ﹤0.01%
13,098
1539
$222K ﹤0.01%
18,803
+4,609
1540
$222K ﹤0.01%
711
-12
1541
$222K ﹤0.01%
5,775
+27
1542
$222K ﹤0.01%
14,269
-558
1543
$222K ﹤0.01%
6,018
-200
1544
$221K ﹤0.01%
8,848
-156
1545
$220K ﹤0.01%
8,940
+1,122
1546
$220K ﹤0.01%
+8,518
1547
$220K ﹤0.01%
17,499
-9,623
1548
$220K ﹤0.01%
10,000
1549
$220K ﹤0.01%
4,854
-272
1550
$219K ﹤0.01%
+2,800
60 61
62
63 64