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
2676
$32K ﹤0.01%
283
+17
2677
$32K ﹤0.01%
1,200
-14,700
2678
$32K ﹤0.01%
1,697
-2,000
2679
$32K ﹤0.01%
1,104
-130
2680
$32K ﹤0.01%
725
+127
2681
$32K ﹤0.01%
+258
2682
$32K ﹤0.01%
1,508
+448
2683
$32K ﹤0.01%
1,004
2684
$32K ﹤0.01%
2,202
2685
$32K ﹤0.01%
2,200
+800
2686
$32K ﹤0.01%
1,000
+900
2687
$31K ﹤0.01%
+1,097
2688
$31K ﹤0.01%
+3
2689
$31K ﹤0.01%
500
-400
2690
$31K ﹤0.01%
1,726
+528
2691
$31K ﹤0.01%
8,700
+2,000
2692
$31K ﹤0.01%
2,591
-7,900
2693
$31K ﹤0.01%
895
+395
2694
$31K ﹤0.01%
2,050
-100
2695
$31K ﹤0.01%
4,190
+2,290
2696
$31K ﹤0.01%
358
+8
2697
$31K ﹤0.01%
1,046
+919
2698
$31K ﹤0.01%
920
+120
2699
$31K ﹤0.01%
700
+200
2700
$31K ﹤0.01%
38
+4
106 107
108
109 110