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
2126
$16K ﹤0.01%
+196
2127
$16K ﹤0.01%
+1,500
2128
$16K ﹤0.01%
+215
2129
$16K ﹤0.01%
+288
2130
$15K ﹤0.01%
+141
2131
$15K ﹤0.01%
+126
2132
$15K ﹤0.01%
7
2133
$15K ﹤0.01%
+325
2134
$15K ﹤0.01%
+200
2135
$15K ﹤0.01%
+450
2136
$15K ﹤0.01%
306
-3,564
2137
$15K ﹤0.01%
52
2138
$15K ﹤0.01%
+102
2139
$15K ﹤0.01%
+28,570
2140
$15K ﹤0.01%
+590
2141
$14K ﹤0.01%
+1,080
2142
$14K ﹤0.01%
588
2143
$14K ﹤0.01%
19
2144
$14K ﹤0.01%
+1,150
2145
$13K ﹤0.01%
+700
2146
$13K ﹤0.01%
1,918
+411
2147
$12K ﹤0.01%
+100
2148
$12K ﹤0.01%
+300
2149
$12K ﹤0.01%
+1,109
2150
$11K ﹤0.01%
359
-15
84 85
86
87 88