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
1651
$294K ﹤0.01%
5,783
+169
1652
$293K ﹤0.01%
10,562
1653
$293K ﹤0.01%
85,247
-298
1654
$291K ﹤0.01%
44,265
+11,995
1655
$290K ﹤0.01%
5,816
-1,070
1656
$288K ﹤0.01%
+11,418
1657
$287K ﹤0.01%
6,965
-1,311
1658
$287K ﹤0.01%
4,327
+2,227
1659
$287K ﹤0.01%
4,948
+73
1660
$287K ﹤0.01%
12,714
+2,671
1661
$284K ﹤0.01%
9,789
-4,128
1662
$284K ﹤0.01%
13,060
+3,150
1663
$284K ﹤0.01%
2,118
+127
1664
$284K ﹤0.01%
4,722
-11,651
1665
$282K ﹤0.01%
+4,332
1666
$282K ﹤0.01%
1,694
-17
1667
$282K ﹤0.01%
+5,924
1668
$281K ﹤0.01%
1,566
+7
1669
$281K ﹤0.01%
10,645
1670
$281K ﹤0.01%
+4,630
1671
$280K ﹤0.01%
3,338
-184
1672
$280K ﹤0.01%
3,363
-106
1673
$279K ﹤0.01%
1,136
+77
1674
$279K ﹤0.01%
5,944
-1,100
1675
$279K ﹤0.01%
10,316
-238
65 66
67
68 69