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
1551
$219K ﹤0.01%
738
+207
1552
$219K ﹤0.01%
2,775
-30
1553
$218K ﹤0.01%
7,942
-1,788
1554
$218K ﹤0.01%
10,410
1555
$218K ﹤0.01%
10,253
1556
$218K ﹤0.01%
11,078
-27
1557
$218K ﹤0.01%
+3,227
1558
$217K ﹤0.01%
9,278
+372
1559
$217K ﹤0.01%
19,718
+670
1560
$217K ﹤0.01%
14,191
+139
1561
$216K ﹤0.01%
26,366
-14,398
1562
$216K ﹤0.01%
2,992
1563
$216K ﹤0.01%
1,872
-484
1564
$215K ﹤0.01%
6,373
+139
1565
$215K ﹤0.01%
5,017
-228
1566
$215K ﹤0.01%
6,901
+259
1567
$214K ﹤0.01%
5,214
+120
1568
$214K ﹤0.01%
12,641
+121
1569
$214K ﹤0.01%
1,780
-30
1570
$214K ﹤0.01%
4,472
-678
1571
$214K ﹤0.01%
1,937
1572
$214K ﹤0.01%
+9,267
1573
$213K ﹤0.01%
+6,881
1574
$213K ﹤0.01%
12,500
1575
$213K ﹤0.01%
+2,873
61 62
63
64 65