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
2176
$7K ﹤0.01%
+50
2177
$7K ﹤0.01%
+600
2178
$7K ﹤0.01%
+50
2179
$7K ﹤0.01%
+149
2180
$6K ﹤0.01%
2
2181
$6K ﹤0.01%
+912
2182
$6K ﹤0.01%
+67
2183
$6K ﹤0.01%
+41
2184
$6K ﹤0.01%
+53
2185
$6K ﹤0.01%
+39
2186
$6K ﹤0.01%
20,000
2187
$6K ﹤0.01%
500
2188
$6K ﹤0.01%
2
2189
$5K ﹤0.01%
+75
2190
$5K ﹤0.01%
+250
2191
$5K ﹤0.01%
+500
2192
$5K ﹤0.01%
12,000
2193
$5K ﹤0.01%
+246
2194
$5K ﹤0.01%
+939
2195
$5K ﹤0.01%
+160
2196
$5K ﹤0.01%
+210
2197
$5K ﹤0.01%
+15
2198
$5K ﹤0.01%
+100
2199
$4K ﹤0.01%
+91
2200
$4K ﹤0.01%
+500
86 87
88
89 90