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
1876
$203K ﹤0.01%
+2,518
1877
$203K ﹤0.01%
3,764
-12,680
1878
$203K ﹤0.01%
6,530
-11,367
1879
$203K ﹤0.01%
+17,960
1880
$203K ﹤0.01%
9,554
1881
$202K ﹤0.01%
2,042
1882
$202K ﹤0.01%
2,431
-1,480
1883
$202K ﹤0.01%
11,682
+685
1884
$202K ﹤0.01%
+4,413
1885
$201K ﹤0.01%
13,432
-98
1886
$201K ﹤0.01%
+13,168
1887
$201K ﹤0.01%
5,675
+365
1888
$200K ﹤0.01%
+3,718
1889
$200K ﹤0.01%
7,832
1890
$200K ﹤0.01%
2,130
+28
1891
$197K ﹤0.01%
20,059
+59
1892
$197K ﹤0.01%
76,523
+5,742
1893
$194K ﹤0.01%
41,804
+701
1894
$192K ﹤0.01%
13,285
+1
1895
$190K ﹤0.01%
13,108
+174
1896
$188K ﹤0.01%
10,708
-78
1897
$188K ﹤0.01%
10,807
+2,227
1898
$186K ﹤0.01%
+2,660
1899
$182K ﹤0.01%
75,325
-7,914
1900
$181K ﹤0.01%
25,633
+1,000
74 75
76
77 78