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
2201
$4K ﹤0.01%
+89
2202
$4K ﹤0.01%
+334
2203
$4K ﹤0.01%
+2,500
2204
$4K ﹤0.01%
+50
2205
$4K ﹤0.01%
+150
2206
$4K ﹤0.01%
1,200
-220
2207
$4K ﹤0.01%
+100
2208
$4K ﹤0.01%
+200
2209
$4K ﹤0.01%
+200
2210
$4K ﹤0.01%
+150
2211
$4K ﹤0.01%
+40
2212
$3K ﹤0.01%
+100
2213
$3K ﹤0.01%
+122
2214
$3K ﹤0.01%
+120
2215
$3K ﹤0.01%
+46
2216
$3K ﹤0.01%
+460
2217
$3K ﹤0.01%
+272
2218
$3K ﹤0.01%
+95
2219
$3K ﹤0.01%
+35
2220
$3K ﹤0.01%
+12,287
2221
$3K ﹤0.01%
+210
2222
$3K ﹤0.01%
40
2223
$3K ﹤0.01%
+120
2224
$3K ﹤0.01%
+60
2225
$3K ﹤0.01%
+13,160
87 88
89
90 91