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
2151
$11K ﹤0.01%
+10,000
2152
$11K ﹤0.01%
+28
2153
$11K ﹤0.01%
+18,011
2154
$11K ﹤0.01%
10,000
2155
$10K ﹤0.01%
+690
2156
$10K ﹤0.01%
22
2157
$10K ﹤0.01%
887
+14
2158
$9K ﹤0.01%
+700
2159
$9K ﹤0.01%
+1,500
2160
$9K ﹤0.01%
1,823
2161
$9K ﹤0.01%
174
2162
$9K ﹤0.01%
+93
2163
$9K ﹤0.01%
+201
2164
$9K ﹤0.01%
595
2165
$8K ﹤0.01%
+193
2166
$8K ﹤0.01%
+163
2167
$8K ﹤0.01%
+139
2168
$8K ﹤0.01%
+48
2169
$8K ﹤0.01%
+154
2170
$7K ﹤0.01%
+201
2171
$7K ﹤0.01%
+22
2172
$7K ﹤0.01%
+148
2173
$7K ﹤0.01%
+198
2174
$7K ﹤0.01%
672
2175
$7K ﹤0.01%
284
-23,921