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
$11B
AUM Growth
+$381M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,223
New
Increased
Reduced
Closed

Top Buys

1
+$237M
2
+$147M
3
+$117M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$65.2M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$58.6M

Top Sells

1
+$196M
2
+$39.9M
3
+$33.5M
4
VV icon
Vanguard Large-Cap ETF
VV
+$20.2M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$9.72M

Sector Composition

1 Energy 5.81%
2 Financials 4.32%
3 Technology 3.77%
4 Healthcare 2.48%
5 Communication Services 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2451
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2452
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2453
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2454
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2457
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2458
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2459
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2460
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2461
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2462
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2463
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2464
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-7
2466
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2467
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2469
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2470
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2471
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2472
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2473
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2474
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2475
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-13
97 98
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