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
$16.4B
AUM Growth
+$713M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,884
New
Increased
Reduced
Closed

Top Buys

1
+$78.7M
2
+$78.7M
3
+$71.1M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$56.4M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$50.6M

Top Sells

1
+$29.5M
2
+$22.3M
3
+$10.7M
4
VB icon
Vanguard Small-Cap ETF
VB
+$10.4M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$9.41M

Sector Composition

1 Financials 5.41%
2 Energy 5.14%
3 Technology 3.44%
4 Healthcare 2.5%
5 Communication Services 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$42K ﹤0.01%
1,005
-245
2477
$42K ﹤0.01%
+2,109
2478
$42K ﹤0.01%
1,483
2479
$42K ﹤0.01%
729
2480
$42K ﹤0.01%
7,300
+6,800
2481
$42K ﹤0.01%
+749
2482
$42K ﹤0.01%
6,345
2483
$42K ﹤0.01%
702
-247
2484
$42K ﹤0.01%
408
+17
2485
$42K ﹤0.01%
+1,560
2486
$42K ﹤0.01%
+4,505
2487
$42K ﹤0.01%
2,452
+704
2488
$42K ﹤0.01%
4,544
+44
2489
$42K ﹤0.01%
+1,402
2490
$42K ﹤0.01%
4,800
+600
2491
$42K ﹤0.01%
936
+36
2492
$42K ﹤0.01%
1,500
2493
$42K ﹤0.01%
5,198
2494
$42K ﹤0.01%
2,600
-5,300
2495
$42K ﹤0.01%
859
+200
2496
$42K ﹤0.01%
850
2497
$42K ﹤0.01%
1,200
-205
2498
$41K ﹤0.01%
3,030
2499
$41K ﹤0.01%
2,071
-300
2500
$41K ﹤0.01%
2,023
98 99
100
101 102