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
1751
$235K ﹤0.01%
19,852
-1,376
1752
$234K ﹤0.01%
+2,160
1753
$234K ﹤0.01%
3,495
1754
$234K ﹤0.01%
5,664
1755
$234K ﹤0.01%
15,329
-14,957
1756
$233K ﹤0.01%
+500
1757
$233K ﹤0.01%
+7,741
1758
$233K ﹤0.01%
+11,838
1759
$233K ﹤0.01%
6,461
1760
$232K ﹤0.01%
4,258
+233
1761
$232K ﹤0.01%
13,956
-935
1762
$232K ﹤0.01%
2,271
+16
1763
$232K ﹤0.01%
581
+8
1764
$232K ﹤0.01%
3,237
-2
1765
$232K ﹤0.01%
+4,384
1766
$231K ﹤0.01%
9,485
1767
$231K ﹤0.01%
+2,498
1768
$231K ﹤0.01%
1,456
+139
1769
$231K ﹤0.01%
3,149
1770
$231K ﹤0.01%
4,245
+397
1771
$231K ﹤0.01%
+1,846
1772
$231K ﹤0.01%
+4,976
1773
$230K ﹤0.01%
+10,645
1774
$230K ﹤0.01%
1,941
+4
1775
$230K ﹤0.01%
+1,376
69 70
71
72 73