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
1976
$57K ﹤0.01%
16,953
+2,645
1977
$55K ﹤0.01%
15,523
+623
1978
$54K ﹤0.01%
2,250
+567
1979
$52K ﹤0.01%
+690
1980
$50K ﹤0.01%
1,040
1981
$50K ﹤0.01%
1,150
1982
$50K ﹤0.01%
14,932
-100
1983
$50K ﹤0.01%
184
+12
1984
$50K ﹤0.01%
16,160
1985
$49K ﹤0.01%
33,087
+10,823
1986
$46K ﹤0.01%
563
-100
1987
$46K ﹤0.01%
1,229
1988
$46K ﹤0.01%
16,196
+4,723
1989
$45K ﹤0.01%
17,526
1990
$45K ﹤0.01%
1,355
-72
1991
$44K ﹤0.01%
+12,202
1992
$44K ﹤0.01%
17,881
1993
$43K ﹤0.01%
+10,070
1994
$43K ﹤0.01%
20,000
1995
$42K ﹤0.01%
1,786
1996
$41K ﹤0.01%
456
+100
1997
$41K ﹤0.01%
24,036
-2,000
1998
$40K ﹤0.01%
365
1999
$40K ﹤0.01%
+11,425
2000
$40K ﹤0.01%
4,351
-351
78 79
80
81 82