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
$27.7B
AUM Growth
+$3.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,972
New
Increased
Reduced
Closed

Top Buys

1
+$160M
2
+$120M
3
+$107M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$96M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$95.9M

Top Sells

1
+$66.1M
2
+$33.2M
3
+$22.3M
4
VDE icon
Vanguard Energy ETF
VDE
+$19.4M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$13.1M

Sector Composition

1 Financials 4.73%
2 Technology 4.11%
3 Healthcare 2.19%
4 Energy 2.03%
5 Consumer Discretionary 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1676
$108K ﹤0.01%
10,471
-7,125
1677
$108K ﹤0.01%
16,679
-261
1678
$108K ﹤0.01%
+2,050
1679
$107K ﹤0.01%
25,550
+11,600
1680
$107K ﹤0.01%
+14,181
1681
$107K ﹤0.01%
+18,150
1682
$107K ﹤0.01%
+23,962
1683
$106K ﹤0.01%
19,059
-2,279
1684
$105K ﹤0.01%
2,000
1685
$105K ﹤0.01%
13,574
-2,050
1686
$105K ﹤0.01%
4,120
+70
1687
$105K ﹤0.01%
24,529
-7,273
1688
$104K ﹤0.01%
+19,950
1689
$104K ﹤0.01%
10,853
-1,383
1690
$104K ﹤0.01%
2,308
+2,138
1691
$100K ﹤0.01%
3,500
1692
$100K ﹤0.01%
26,900
+1,781
1693
$99K ﹤0.01%
+10,761
1694
$99K ﹤0.01%
10,944
1695
$98K ﹤0.01%
25,632
+11,488
1696
$98K ﹤0.01%
12,413
+1,563
1697
$96K ﹤0.01%
11,573
1698
$96K ﹤0.01%
858
+61
1699
$93K ﹤0.01%
7,385
+31
1700
$91K ﹤0.01%
47,426
+78
66 67
68
69 70