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
1726
$242K ﹤0.01%
854
+24
1727
$242K ﹤0.01%
5,282
1728
$242K ﹤0.01%
4,251
-3
1729
$241K ﹤0.01%
13,739
+270
1730
$241K ﹤0.01%
11,318
-7,490
1731
$241K ﹤0.01%
+1,800
1732
$239K ﹤0.01%
7,801
-133
1733
$239K ﹤0.01%
7,980
-3,051
1734
$239K ﹤0.01%
16,390
-27,160
1735
$239K ﹤0.01%
2,184
-70
1736
$239K ﹤0.01%
+9,787
1737
$238K ﹤0.01%
+3,793
1738
$238K ﹤0.01%
10,939
-936
1739
$238K ﹤0.01%
+13,533
1740
$238K ﹤0.01%
5,839
1741
$238K ﹤0.01%
7,227
-1,862
1742
$237K ﹤0.01%
+9,818
1743
$237K ﹤0.01%
3,219
-1
1744
$237K ﹤0.01%
1,505
-613
1745
$237K ﹤0.01%
+1,412
1746
$237K ﹤0.01%
740
+19
1747
$236K ﹤0.01%
+2,388
1748
$235K ﹤0.01%
5,102
1749
$235K ﹤0.01%
3,911
1750
$235K ﹤0.01%
8,880
+2,322
68 69
70
71 72