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
1576
$212K ﹤0.01%
6,000
1577
$212K ﹤0.01%
1,626
-452
1578
$212K ﹤0.01%
+3,114
1579
$211K ﹤0.01%
3,596
1580
$211K ﹤0.01%
1,252
-1,248
1581
$211K ﹤0.01%
+6,859
1582
$210K ﹤0.01%
9,277
-9,727
1583
$210K ﹤0.01%
5,172
-493
1584
$210K ﹤0.01%
+2,693
1585
$209K ﹤0.01%
+5,541
1586
$209K ﹤0.01%
13,115
+820
1587
$209K ﹤0.01%
+5,017
1588
$208K ﹤0.01%
+4,656
1589
$207K ﹤0.01%
+7,355
1590
$207K ﹤0.01%
+267
1591
$207K ﹤0.01%
+6,236
1592
$207K ﹤0.01%
+4,130
1593
$206K ﹤0.01%
+3,750
1594
$206K ﹤0.01%
+1,005
1595
$206K ﹤0.01%
3,666
-807
1596
$206K ﹤0.01%
+6,000
1597
$206K ﹤0.01%
6,102
-600
1598
$206K ﹤0.01%
+50,001
1599
$205K ﹤0.01%
+3,629
1600
$205K ﹤0.01%
2,824
+6
62 63
64
65 66