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
2026
$18K ﹤0.01%
2,623
+60
2027
$18K ﹤0.01%
10,000
2028
$18K ﹤0.01%
11,411
-140
2029
$17K ﹤0.01%
500
-100
2030
$16K ﹤0.01%
13,342
2031
$13K ﹤0.01%
15,000
2032
$12K ﹤0.01%
672
2033
$12K ﹤0.01%
11,700
-10,000
2034
$12K ﹤0.01%
1,877
+45
2035
$11K ﹤0.01%
588
2036
$11K ﹤0.01%
+12,000
2037
$10K ﹤0.01%
13,709
2038
$10K ﹤0.01%
1,420
2039
$10K ﹤0.01%
20,000
2040
$10K ﹤0.01%
5
2041
$6K ﹤0.01%
12,000
-1,600
2042
$5K ﹤0.01%
40
2043
$2K ﹤0.01%
+10,000
2044
– –
-1,900
2045
– –
-4,749
2046
– –
-3,736
2047
– –
-5,074
2048
– –
-2,807
2049
– –
-10,502
2050
– –
-6,892
80 81
82
83 84