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
2226
$2K ﹤0.01%
+35
2227
$2K ﹤0.01%
60
-5,004
2228
$2K ﹤0.01%
+146
2229
$2K ﹤0.01%
+200
2230
$2K ﹤0.01%
+150
2231
$2K ﹤0.01%
10,000
2232
$2K ﹤0.01%
+276
2233
$2K ﹤0.01%
+30
2234
$2K ﹤0.01%
+77
2235
$2K ﹤0.01%
+25
2236
$2K ﹤0.01%
+500
2237
$2K ﹤0.01%
+158
2238
$2K ﹤0.01%
+300
2239
$2K ﹤0.01%
5
2240
$2K ﹤0.01%
+27
2241
$1K ﹤0.01%
+30
2242
$1K ﹤0.01%
+15
2243
$1K ﹤0.01%
+19
2244
$1K ﹤0.01%
+50
2245
$1K ﹤0.01%
+66
2246
$1K ﹤0.01%
+31
2247
$1K ﹤0.01%
+100
2248
$1K ﹤0.01%
26
-6,325
2249
$1K ﹤0.01%
+4
2250
$1K ﹤0.01%
+100
88 89
90
91 92