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
2101
$23K ﹤0.01%
765
2102
$23K ﹤0.01%
10,030
2103
$22K ﹤0.01%
+632
2104
$22K ﹤0.01%
15,900
2105
$21K ﹤0.01%
1,040
2106
$21K ﹤0.01%
11,700
2107
$21K ﹤0.01%
1,403
2108
$21K ﹤0.01%
16,531
2109
$20K ﹤0.01%
+1,266
2110
$20K ﹤0.01%
+128
2111
$19K ﹤0.01%
+525
2112
$19K ﹤0.01%
13
2113
$19K ﹤0.01%
+584
2114
$19K ﹤0.01%
+300
2115
$19K ﹤0.01%
10,000
2116
$18K ﹤0.01%
381
2117
$18K ﹤0.01%
+434
2118
$18K ﹤0.01%
+1,256
2119
$18K ﹤0.01%
473
-19,809
2120
$18K ﹤0.01%
+55
2121
$17K ﹤0.01%
+400
2122
$17K ﹤0.01%
1,977
2123
$17K ﹤0.01%
173
-9
2124
$17K ﹤0.01%
94
-2,616
2125
$16K ﹤0.01%
+375
83 84
85
86 87