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
1651
$174K ﹤0.01%
17,512
-1,230
1652
$173K ﹤0.01%
+10,326
1653
$170K ﹤0.01%
15,873
+4,733
1654
$170K ﹤0.01%
11,419
-3,372
1655
$170K ﹤0.01%
+87,062
1656
$168K ﹤0.01%
+119,031
1657
$168K ﹤0.01%
16,675
+2,069
1658
$167K ﹤0.01%
+16,303
1659
$167K ﹤0.01%
21,849
+3,885
1660
$167K ﹤0.01%
3,630
1661
$166K ﹤0.01%
16,595
+16
1662
$165K ﹤0.01%
12,700
1663
$165K ﹤0.01%
+18,632
1664
$165K ﹤0.01%
10,413
-100
1665
$164K ﹤0.01%
14,285
-100
1666
$162K ﹤0.01%
41,686
+1,100
1667
$162K ﹤0.01%
+15,840
1668
$161K ﹤0.01%
28,085
+600
1669
$161K ﹤0.01%
10,645
1670
$157K ﹤0.01%
17,365
+1,940
1671
$156K ﹤0.01%
10,780
1672
$152K ﹤0.01%
11,093
1673
$149K ﹤0.01%
52,431
-3,780
1674
$149K ﹤0.01%
4,510
1675
$148K ﹤0.01%
17,837
-6,201
65 66
67
68 69