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
1826
$25K ﹤0.01%
21,513
1827
$25K ﹤0.01%
13,402
-27,475
1828
$24K ﹤0.01%
25,550
+8,500
1829
$23K ﹤0.01%
673
1830
$23K ﹤0.01%
1,102
1831
$21K ﹤0.01%
2,692
1832
$21K ﹤0.01%
20,000
1833
$20K ﹤0.01%
660
1834
$20K ﹤0.01%
5
+2
1835
$17K ﹤0.01%
16,714
-1,000
1836
$17K ﹤0.01%
2,094
+3
1837
$16K ﹤0.01%
15,232
1838
$16K ﹤0.01%
536
+27
1839
$16K ﹤0.01%
2,085
-165
1840
$15K ﹤0.01%
15,975
-21,100
1841
$15K ﹤0.01%
27,900
1842
$15K ﹤0.01%
5
1843
$15K ﹤0.01%
17,762
1844
$14K ﹤0.01%
15,000
1845
$14K ﹤0.01%
12,260
1846
$14K ﹤0.01%
1
1847
$14K ﹤0.01%
+673
1848
$14K ﹤0.01%
12,334
-23,000
1849
$13K ﹤0.01%
665
+98
1850
– –
0
72 73
74
75 76