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
$64.6B
AUM Growth
+$2.32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,415
New
Increased
Reduced
Closed

Top Buys

1
+$1.15B
2
+$298M
3
+$273M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$203M
5
VV icon
Vanguard Large-Cap ETF
VV
+$199M

Top Sells

1
+$316M
2
+$158M
3
+$111M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$54.7M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$35.8M

Sector Composition

1 Technology 4.76%
2 Financials 3.32%
3 Consumer Discretionary 1.79%
4 Healthcare 1.49%
5 Communication Services 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$63K ﹤0.01%
33,087
2027
$63K ﹤0.01%
1,545
-138
2028
$62K ﹤0.01%
3,700
-172
2029
$62K ﹤0.01%
17,142
+4,441
2030
$62K ﹤0.01%
13,227
+1,287
2031
$61K ﹤0.01%
10,340
2032
$59K ﹤0.01%
+19,345
2033
$57K ﹤0.01%
1,351
-4
2034
$56K ﹤0.01%
13,208
+1,296
2035
$56K ﹤0.01%
14,700
2036
$55K ﹤0.01%
+20,000
2037
$55K ﹤0.01%
10,411
-1,167
2038
$55K ﹤0.01%
12,092
-20
2039
$55K ﹤0.01%
3,392
+120
2040
$55K ﹤0.01%
+11,358
2041
$55K ﹤0.01%
1,966
-6
2042
$54K ﹤0.01%
16,971
-982
2043
$54K ﹤0.01%
10,139
2044
$54K ﹤0.01%
+6,000
2045
$53K ﹤0.01%
13,449
-50
2046
$53K ﹤0.01%
+13,954
2047
$52K ﹤0.01%
+1,835
2048
$52K ﹤0.01%
13,027
2049
$51K ﹤0.01%
12,458
+2,125
2050
$50K ﹤0.01%
+11,988
80 81
82
83 84