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
$11B
AUM Growth
+$381M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,223
New
Increased
Reduced
Closed

Top Buys

1
+$237M
2
+$147M
3
+$117M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$65.2M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$58.6M

Top Sells

1
+$196M
2
+$39.9M
3
+$33.5M
4
VV icon
Vanguard Large-Cap ETF
VV
+$20.2M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$9.72M

Sector Composition

1 Energy 5.81%
2 Financials 4.32%
3 Technology 3.77%
4 Healthcare 2.48%
5 Communication Services 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-1,420
2027
– –
-13
2028
– –
-55
2029
– –
-178
2030
– –
-6,644
2031
– –
-2,865
2032
– –
-4,094
2033
– –
-439
2034
– –
-2,500
2035
– –
-32
2036
– –
-650
2037
– –
-54
2038
– –
-46
2039
– –
-4,423
2040
– –
-1,000
2041
– –
-7,500
2042
– –
-84
2043
– –
-13
2044
– –
-1,772
2045
– –
-467
2046
– –
-3
2047
– –
-1,895
2048
– –
-725
2049
– –
-8,271
2050
– –
-539
80 81
82
83 84