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
$56.4B
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,174
New
Increased
Reduced
Closed

Top Buys

1
+$402M
2
+$312M
3
+$157M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$144M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$123M

Top Sells

1
+$498M
2
+$222M
3
+$104M
4
VV icon
Vanguard Large-Cap ETF
VV
+$97.9M
5
VB icon
Vanguard Small-Cap ETF
VB
+$96.1M

Sector Composition

1 Technology 4.28%
2 Financials 2.98%
3 Consumer Discretionary 1.83%
4 Communication Services 1.6%
5 Healthcare 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1676
$263K ﹤0.01%
1,483
-194
1677
$261K ﹤0.01%
9,327
-3,968
1678
$260K ﹤0.01%
23,880
+500
1679
$259K ﹤0.01%
4,638
+54
1680
$259K ﹤0.01%
11,214
-519
1681
$259K ﹤0.01%
16,321
+2,300
1682
$258K ﹤0.01%
9,995
1683
$258K ﹤0.01%
23,835
+3,428
1684
$258K ﹤0.01%
5,373
+474
1685
$257K ﹤0.01%
2,095
-577
1686
$257K ﹤0.01%
16,962
-590
1687
$257K ﹤0.01%
67,808
-2,755
1688
$257K ﹤0.01%
8,025
+1,686
1689
$256K ﹤0.01%
16,371
+474
1690
$256K ﹤0.01%
+10,187
1691
$256K ﹤0.01%
6,515
-1,050
1692
$255K ﹤0.01%
+6,453
1693
$255K ﹤0.01%
9,691
+3,627
1694
$254K ﹤0.01%
7,562
+67
1695
$254K ﹤0.01%
9,113
1696
$254K ﹤0.01%
+4,166
1697
$253K ﹤0.01%
3,970
-3,428
1698
$253K ﹤0.01%
+1,791
1699
$253K ﹤0.01%
+5,167
1700
$252K ﹤0.01%
28,223
+1,172
66 67
68
69 70