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
2,414
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
1751
$248K ﹤0.01%
6,674
+332
1752
$247K ﹤0.01%
+7,146
1753
$246K ﹤0.01%
+5,088
1754
$246K ﹤0.01%
1,827
-382
1755
$246K ﹤0.01%
9,850
1756
$245K ﹤0.01%
1,221
-122
1757
$245K ﹤0.01%
10,091
+223
1758
$244K ﹤0.01%
5,629
-961
1759
$244K ﹤0.01%
+10,633
1760
$243K ﹤0.01%
2,728
+5
1761
$243K ﹤0.01%
1,918
-46
1762
$243K ﹤0.01%
+3,562
1763
$243K ﹤0.01%
4,573
+42
1764
$243K ﹤0.01%
5,166
+159
1765
$242K ﹤0.01%
9,854
+437
1766
$242K ﹤0.01%
5,657
+1,215
1767
$242K ﹤0.01%
2,827
+82
1768
$242K ﹤0.01%
3,799
-24,947
1769
$242K ﹤0.01%
+4,050
1770
$241K ﹤0.01%
918
+56
1771
$241K ﹤0.01%
2,638
+55
1772
$240K ﹤0.01%
10,567
+987
1773
$240K ﹤0.01%
+5,744
1774
$240K ﹤0.01%
+12,264
1775
$240K ﹤0.01%
4,452
-122
69 70
71
72 73