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
1551
$335K ﹤0.01%
17,955
+3,375
1552
$335K ﹤0.01%
2,023
-7
1553
$334K ﹤0.01%
5,274
-2,300
1554
$334K ﹤0.01%
2,734
+1,142
1555
$334K ﹤0.01%
6,988
-740
1556
$333K ﹤0.01%
5,922
1557
$333K ﹤0.01%
26,458
1558
$332K ﹤0.01%
+13,602
1559
$331K ﹤0.01%
8,904
+46
1560
$331K ﹤0.01%
3,485
1561
$331K ﹤0.01%
17,446
+2,174
1562
$330K ﹤0.01%
2,259
+176
1563
$329K ﹤0.01%
4,269
+503
1564
$329K ﹤0.01%
1,899
+135
1565
$329K ﹤0.01%
8,148
-190
1566
$328K ﹤0.01%
5,725
+39
1567
$328K ﹤0.01%
17,804
+2,924
1568
$328K ﹤0.01%
11,248
-598
1569
$328K ﹤0.01%
+4,578
1570
$328K ﹤0.01%
8,529
-3,122
1571
$327K ﹤0.01%
3,015
+257
1572
$327K ﹤0.01%
5,693
+231
1573
$326K ﹤0.01%
5,212
+23
1574
$326K ﹤0.01%
+35,249
1575
$325K ﹤0.01%
5,344
-2,397
61 62
63
64 65