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
1801
$39K ﹤0.01%
10,300
-1,037
1802
$38K ﹤0.01%
1,683
1803
$38K ﹤0.01%
932
+240
1804
$38K ﹤0.01%
700
1805
$35K ﹤0.01%
12,116
-4,125
1806
$35K ﹤0.01%
15,650
-3,000
1807
$34K ﹤0.01%
12,513
+300
1808
$34K ﹤0.01%
16,448
+3,800
1809
$34K ﹤0.01%
10,952
+81
1810
$34K ﹤0.01%
1,247
-6
1811
$34K ﹤0.01%
2,773
1812
$32K ﹤0.01%
13,000
-10,962
1813
$32K ﹤0.01%
1,102
1814
$32K ﹤0.01%
7,450
1815
$31K ﹤0.01%
14,297
-55,937
1816
$30K ﹤0.01%
+100
1817
$29K ﹤0.01%
629
1818
$29K ﹤0.01%
26,000
1819
$29K ﹤0.01%
11,372
1820
$28K ﹤0.01%
14,932
1821
$28K ﹤0.01%
59,826
1822
$27K ﹤0.01%
3,335
+2
1823
$27K ﹤0.01%
+10,165
1824
$26K ﹤0.01%
10,805
1825
$25K ﹤0.01%
+10,169
71 72
73
74 75