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
$30.7B
AUM Growth
+$987M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,010
New
Increased
Reduced
Closed

Top Buys

1
+$124M
2
+$119M
3
+$108M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$84.8M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$76.6M

Top Sells

1
+$89.3M
2
+$49.4M
3
+$25.4M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$24.1M
5
AAPL icon
Apple
AAPL
+$15.3M

Sector Composition

1 Financials 4.77%
2 Technology 4.11%
3 Healthcare 1.86%
4 Consumer Discretionary 1.76%
5 Industrials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.52M 0.02%
102,546
+6,102
227
$7.49M 0.02%
268,449
+20,293
228
$7.47M 0.02%
73,474
-4,524
229
$7.46M 0.02%
84,588
-3,162
230
$7.44M 0.02%
69,550
+306
231
$7.41M 0.02%
163,177
+519
232
$7.35M 0.02%
168,089
-14,074
233
$7.26M 0.02%
80,367
+19,976
234
$7.24M 0.02%
46,485
-98
235
$7.23M 0.02%
56,689
-8,065
236
$7.18M 0.02%
547,000
+537,000
237
$7.08M 0.02%
28,887
+193
238
$7.04M 0.02%
193,906
+14,150
239
$7.03M 0.02%
87,972
+2,652
240
$6.71M 0.02%
215,150
-4,640
241
$6.64M 0.02%
64,650
-1,598
242
$6.56M 0.02%
155,772
+18,926
243
$6.43M 0.02%
73,993
+328
244
$6.38M 0.02%
67,575
+704
245
$6.33M 0.02%
84,565
-10,277
246
$6.3M 0.02%
34,605
+1,734
247
$6.21M 0.02%
31,657
+224
248
$6.18M 0.02%
53,107
-4,035
249
$6.14M 0.02%
125,749
+20,251
250
$6.1M 0.02%
28,210
-3,661
8 9
10
11 12