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
2876
$24K ﹤0.01%
+1,331
2877
$24K ﹤0.01%
802
-59
2878
$24K ﹤0.01%
461
+4
2879
$24K ﹤0.01%
600
2880
$24K ﹤0.01%
1,400
2881
$24K ﹤0.01%
822
+300
2882
$24K ﹤0.01%
39
2883
$24K ﹤0.01%
1,000
2884
$24K ﹤0.01%
1,550
2885
$24K ﹤0.01%
500
2886
$24K ﹤0.01%
500
2887
$24K ﹤0.01%
761
-11
2888
$24K ﹤0.01%
5,473
-559
2889
$24K ﹤0.01%
488
-126
2890
$24K ﹤0.01%
+942
2891
$24K ﹤0.01%
495
2892
$24K ﹤0.01%
1,617
-883
2893
$24K ﹤0.01%
1,099
-201
2894
$24K ﹤0.01%
403
-1,797
2895
$23K ﹤0.01%
467
+1
2896
$23K ﹤0.01%
1,520
+140
2897
$23K ﹤0.01%
837
2898
$23K ﹤0.01%
+716
2899
$23K ﹤0.01%
701
+199
2900
$23K ﹤0.01%
1,626
114 115
116
117 118