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
2626
$34K ﹤0.01%
1,331
2627
$34K ﹤0.01%
362
-202
2628
$34K ﹤0.01%
7,396
2629
$34K ﹤0.01%
1,328
+597
2630
$34K ﹤0.01%
1,100
+100
2631
$34K ﹤0.01%
3,100
2632
$34K ﹤0.01%
7,017
+1,600
2633
$34K ﹤0.01%
2,000
+1,500
2634
$34K ﹤0.01%
548
-105
2635
$34K ﹤0.01%
2,832
+580
2636
$34K ﹤0.01%
1,209
+1,009
2637
$34K ﹤0.01%
1,300
2638
$34K ﹤0.01%
+696
2639
$34K ﹤0.01%
708
2640
$34K ﹤0.01%
1,120
-1,095
2641
$34K ﹤0.01%
1,315
-200
2642
$34K ﹤0.01%
13,602
2643
$34K ﹤0.01%
2,544
+43
2644
$34K ﹤0.01%
+5,000
2645
$34K ﹤0.01%
4,576
2646
$34K ﹤0.01%
754
+537
2647
$34K ﹤0.01%
1,263
+663
2648
$34K ﹤0.01%
2,400
2649
$33K ﹤0.01%
7,930
+461
2650
$33K ﹤0.01%
450
104 105
106
107 108