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
$29.7B
AUM Growth
+$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,012
New
Increased
Reduced
Closed

Top Buys

1
+$302M
2
+$265M
3
+$78.6M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$76.5M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$73.6M

Top Sells

1
+$117M
2
+$53.8M
3
+$32.5M
4
VDE icon
Vanguard Energy ETF
VDE
+$31.6M
5
DIS icon
Walt Disney
DIS
+$15.5M

Sector Composition

1 Financials 4.86%
2 Technology 4.06%
3 Healthcare 2.07%
4 Industrials 1.88%
5 Consumer Discretionary 1.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1776
$57K ﹤0.01%
23,324
1777
$57K ﹤0.01%
10,000
1778
$56K ﹤0.01%
10,000
1779
$55K ﹤0.01%
+48
1780
$53K ﹤0.01%
10,000
1781
$53K ﹤0.01%
56,005
+28,586
1782
$52K ﹤0.01%
+11,900
1783
$52K ﹤0.01%
2,000
1784
$51K ﹤0.01%
1,362
1785
$51K ﹤0.01%
10,340
1786
$50K ﹤0.01%
+1,419
1787
$48K ﹤0.01%
16,850
-40,000
1788
$48K ﹤0.01%
34,742
-19,500
1789
$48K ﹤0.01%
15,200
+2,000
1790
$47K ﹤0.01%
+7,047
1791
$46K ﹤0.01%
11,435
+600
1792
$46K ﹤0.01%
21,081
1793
$45K ﹤0.01%
+1,901
1794
$44K ﹤0.01%
13,500
-53
1795
$43K ﹤0.01%
50,073
1796
$42K ﹤0.01%
12,390
-3,100
1797
$42K ﹤0.01%
24,144
+11,019
1798
$40K ﹤0.01%
15,100
1799
$40K ﹤0.01%
25,600
1800
$39K ﹤0.01%
17,480
-19,825
70 71
72
73 74