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
1576
$325K ﹤0.01%
10,223
+720
1577
$325K ﹤0.01%
19,574
+81
1578
$325K ﹤0.01%
6,410
+367
1579
$324K ﹤0.01%
1,883
-30
1580
$324K ﹤0.01%
2,331
-365
1581
$323K ﹤0.01%
63,780
+1,442
1582
$323K ﹤0.01%
9,249
+100
1583
$323K ﹤0.01%
8,363
+1,670
1584
$322K ﹤0.01%
16,135
+560
1585
$321K ﹤0.01%
5,017
-338
1586
$321K ﹤0.01%
17,214
1587
$321K ﹤0.01%
8,216
+2,082
1588
$320K ﹤0.01%
2,869
-121
1589
$320K ﹤0.01%
15,166
1590
$320K ﹤0.01%
23,965
-75,923
1591
$320K ﹤0.01%
12,223
+123
1592
$319K ﹤0.01%
13,180
-2,585
1593
$319K ﹤0.01%
10,159
1594
$319K ﹤0.01%
23,538
-980
1595
$319K ﹤0.01%
9,992
+2,000
1596
$318K ﹤0.01%
6,307
1597
$318K ﹤0.01%
50,769
+2,942
1598
$318K ﹤0.01%
5,320
1599
$318K ﹤0.01%
+2,159
1600
$318K ﹤0.01%
17,420
+1,420
62 63
64
65 66