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
176
$10.2M 0.03%
78,377
-53
177
$10.1M 0.03%
76,160
+2,021
178
$9.99M 0.03%
149,699
-1,098
179
$9.95M 0.03%
107,677
+7,563
180
$9.93M 0.03%
970,933
+271,546
181
$9.91M 0.03%
241,769
+14,811
182
$9.89M 0.03%
539,935
-58,540
183
$9.74M 0.03%
159,630
-6,666
184
$9.72M 0.03%
207,864
-8,139
185
$9.69M 0.03%
615,997
+59,623
186
$9.55M 0.03%
234,834
+226,774
187
$9.5M 0.03%
63,559
+1,929
188
$9.49M 0.03%
167,055
+14,176
189
$9.43M 0.03%
100,803
-3,553
190
$9.4M 0.03%
45,976
+12,874
191
$9.39M 0.03%
56,777
+4,588
192
$9.28M 0.03%
46,211
+932
193
$9.24M 0.03%
80,751
+6,376
194
$9.13M 0.03%
129,128
-389
195
$9.06M 0.03%
89,821
-2,264
196
$8.95M 0.03%
30,489
+1,369
197
$8.88M 0.03%
6,340
+1,507
198
$8.85M 0.03%
151,581
-12,858
199
$8.79M 0.03%
157,513
-8,964
200
$8.75M 0.03%
178,175
+2,185
6 7
8
9 10