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
1676
$279K ﹤0.01%
5,743
1677
$278K ﹤0.01%
30,407
+1,021
1678
$277K ﹤0.01%
919
-29
1679
$277K ﹤0.01%
3,656
-1,141
1680
$276K ﹤0.01%
3,355
+616
1681
$276K ﹤0.01%
17,020
-837
1682
$276K ﹤0.01%
+9,951
1683
$275K ﹤0.01%
7,368
1684
$275K ﹤0.01%
4,399
-3,078
1685
$274K ﹤0.01%
+8,692
1686
$274K ﹤0.01%
2,853
+329
1687
$273K ﹤0.01%
10,995
-175
1688
$273K ﹤0.01%
31,795
+1,390
1689
$273K ﹤0.01%
8,523
+520
1690
$272K ﹤0.01%
+8,977
1691
$272K ﹤0.01%
32,845
+1,000
1692
$272K ﹤0.01%
2,834
-329
1693
$272K ﹤0.01%
5,324
-2,170
1694
$271K ﹤0.01%
1,356
+66
1695
$270K ﹤0.01%
4,242
+84
1696
$270K ﹤0.01%
14,425
+162
1697
$269K ﹤0.01%
3,493
-1,302
1698
$269K ﹤0.01%
11,460
-382
1699
$268K ﹤0.01%
7,583
-2,422
1700
$268K ﹤0.01%
19,275
+131
66 67
68
69 70