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
$13.8B
AUM Growth
+$985M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,649
New
Increased
Reduced
Closed

Top Buys

1
+$75.7M
2
+$74.9M
3
+$67.9M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$57.6M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$55.4M

Top Sells

1
+$35.5M
2
+$13.1M
3
+$10.8M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$10.1M
5
VB icon
Vanguard Small-Cap ETF
VB
+$7.73M

Sector Composition

1 Energy 5.61%
2 Financials 4.67%
3 Technology 3.18%
4 Healthcare 2.39%
5 Communication Services 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$58K ﹤0.01%
2,782
-4,800
2027
$58K ﹤0.01%
710
+511
2028
$58K ﹤0.01%
3,492
+173
2029
$58K ﹤0.01%
2,252
-400
2030
$57K ﹤0.01%
617
-25
2031
$57K ﹤0.01%
1,033
-475
2032
$57K ﹤0.01%
3,450
+150
2033
$57K ﹤0.01%
5,010
+18
2034
$57K ﹤0.01%
3,856
+1,996
2035
$57K ﹤0.01%
342
-18
2036
$57K ﹤0.01%
9,090
-99,630
2037
$57K ﹤0.01%
5,182
+4,158
2038
$57K ﹤0.01%
801
2039
$57K ﹤0.01%
+2,521
2040
$57K ﹤0.01%
15,000
+14,900
2041
$57K ﹤0.01%
920
-33
2042
$57K ﹤0.01%
17,293
+1,868
2043
$57K ﹤0.01%
2,588
2044
$57K ﹤0.01%
3,272
+3
2045
$57K ﹤0.01%
1,618
2046
$56K ﹤0.01%
1,389
+56
2047
$56K ﹤0.01%
+40,000
2048
$56K ﹤0.01%
3,592
2049
$56K ﹤0.01%
1,079
-1,621
2050
$56K ﹤0.01%
3,614
-31,130
80 81
82
83 84