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
$56.4B
AUM Growth
+$45.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,174
New
Increased
Reduced
Closed

Top Buys

1
+$402M
2
+$312M
3
+$157M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$144M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$123M

Top Sells

1
+$498M
2
+$222M
3
+$104M
4
VV icon
Vanguard Large-Cap ETF
VV
+$97.9M
5
VB icon
Vanguard Small-Cap ETF
VB
+$96.1M

Sector Composition

1 Technology 4.28%
2 Financials 2.98%
3 Consumer Discretionary 1.83%
4 Communication Services 1.6%
5 Healthcare 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
$83K ﹤0.01%
3,430
+500
1952
$82K ﹤0.01%
14,269
1953
$80K ﹤0.01%
11,991
+550
1954
$79K ﹤0.01%
23,028
1955
$79K ﹤0.01%
+16,002
1956
$78K ﹤0.01%
11,000
1957
$78K ﹤0.01%
3,311
+31
1958
$77K ﹤0.01%
1,117
+289
1959
$77K ﹤0.01%
10,504
1960
$77K ﹤0.01%
24,900
+14,900
1961
$76K ﹤0.01%
12,114
-198
1962
$73K ﹤0.01%
+4,136
1963
$72K ﹤0.01%
705
-107
1964
$72K ﹤0.01%
11,450
1965
$72K ﹤0.01%
14,505
-73,434
1966
$71K ﹤0.01%
22,404
1967
$68K ﹤0.01%
17,406
+1,410
1968
$65K ﹤0.01%
16,814
1969
$64K ﹤0.01%
25,558
+558
1970
$62K ﹤0.01%
10,000
1971
$60K ﹤0.01%
15,284
+248
1972
$60K ﹤0.01%
13,027
1973
$59K ﹤0.01%
+10,206
1974
$58K ﹤0.01%
10,233
1975
$58K ﹤0.01%
10,740
+400
77 78
79
80 81