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
1776
$240K ﹤0.01%
4,452
-122
1777
$239K ﹤0.01%
7,902
+122
1778
$239K ﹤0.01%
6,221
+108
1779
$239K ﹤0.01%
+8,034
1780
$238K ﹤0.01%
+12,139
1781
$237K ﹤0.01%
1,461
-364
1782
$237K ﹤0.01%
+4,859
1783
$237K ﹤0.01%
17,118
1784
$236K ﹤0.01%
13,870
-18,360
1785
$236K ﹤0.01%
4,272
1786
$236K ﹤0.01%
729
1787
$235K ﹤0.01%
1,578
+48
1788
$235K ﹤0.01%
3,991
-1,033
1789
$234K ﹤0.01%
2,520
-80
1790
$234K ﹤0.01%
5,388
-1,375
1791
$234K ﹤0.01%
9,485
1792
$233K ﹤0.01%
25,600
-66
1793
$233K ﹤0.01%
5,784
-1,766
1794
$233K ﹤0.01%
3,719
-2,001
1795
$233K ﹤0.01%
+5,149
1796
$233K ﹤0.01%
8,956
-2,325
1797
$232K ﹤0.01%
+13,590
1798
$231K ﹤0.01%
17,956
1799
$230K ﹤0.01%
13,533
1800
$230K ﹤0.01%
5,678
+88
70 71
72
73 74