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
1676
$148K ﹤0.01%
+3,333
1677
$147K ﹤0.01%
+55,239
1678
$146K ﹤0.01%
+12,325
1679
$144K ﹤0.01%
2,723
+371
1680
$144K ﹤0.01%
19,359
+845
1681
$144K ﹤0.01%
10,750
1682
$143K ﹤0.01%
10,120
1683
$142K ﹤0.01%
17,057
-1,806
1684
$142K ﹤0.01%
6,261
+1,182
1685
$142K ﹤0.01%
237
-21
1686
$142K ﹤0.01%
59,787
-1,182,700
1687
$141K ﹤0.01%
5,632
+1,512
1688
$140K ﹤0.01%
7,716
-292
1689
$139K ﹤0.01%
10,460
+62
1690
$138K ﹤0.01%
+15,135
1691
$137K ﹤0.01%
32,233
+2,883
1692
$137K ﹤0.01%
11,800
1693
$137K ﹤0.01%
11,787
-212
1694
$136K ﹤0.01%
10,980
+340
1695
$135K ﹤0.01%
11,658
-1,831
1696
$134K ﹤0.01%
449
1697
$133K ﹤0.01%
10,225
1698
$133K ﹤0.01%
23,943
-15,522
1699
$133K ﹤0.01%
+11,548
1700
$133K ﹤0.01%
+10,000
66 67
68
69 70