Creative Planning

Creative Planning Portfolio holdings

AUM $140B
1-Year Est. Return 18.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
2,414
New
Increased
Reduced
Closed

Top Buys

1
+$1.14B
2
+$293M
3
+$282M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$211M
5
VV icon
Vanguard Large-Cap ETF
VV
+$196M

Top Sells

1
+$325M
2
+$163M
3
+$114M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$56.2M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$36.5M

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%
359
-15
2152
$11K ﹤0.01%
+286
2153
$11K ﹤0.01%
+28
2154
$10K ﹤0.01%
+690
2155
$10K ﹤0.01%
22
2156
$10K ﹤0.01%
887
+14
2157
$9K ﹤0.01%
+700
2158
$9K ﹤0.01%
+1,500
2159
$9K ﹤0.01%
1,823
2160
$9K ﹤0.01%
174
2161
$9K ﹤0.01%
+93
2162
$9K ﹤0.01%
+201
2163
$9K ﹤0.01%
595
2164
$8K ﹤0.01%
+193
2165
$8K ﹤0.01%
+163
2166
$8K ﹤0.01%
+139
2167
$8K ﹤0.01%
+48
2168
$8K ﹤0.01%
+154
2169
$7K ﹤0.01%
+148
2170
$7K ﹤0.01%
+198
2171
$7K ﹤0.01%
284
-23,921
2172
$7K ﹤0.01%
+50
2173
$7K ﹤0.01%
+149
2174
$7K ﹤0.01%
+201
2175
$7K ﹤0.01%
+22
85 86
87
88 89