Creative Planning

Creative Planning Portfolio holdings

AUM $147B
1-Year Est. Return 18.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.77%
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
+$297M
2
+$260M
3
+$78.7M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$76M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$71.7M

Top Sells

1
+$115M
2
+$54.1M
3
+$32.7M
4
VDE icon
Vanguard Energy ETF
VDE
+$31.9M
5
DIS icon
Walt Disney
DIS
+$14.7M

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
1976
– –
-10,200
1977
– –
-29,551
1978
– –
-22
1979
– –
-40,174
1980
– –
-28,259
1981
– –
-2,918
1982
– –
-10,145
1983
$0 ﹤0.01%
12,260
1984
– –
-10,353
1985
– –
-3,396
1986
– –
-14,888
76 77 78 79
80