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
276
$5.19M 0.02%
163,269
+38,835
277
$5.18M 0.02%
57,435
-2,384
278
$5.14M 0.02%
96,354
-13,736
279
$5.12M 0.02%
33,558
+5,140
280
$5.12M 0.02%
115,050
-42,480
281
$5.11M 0.02%
82,853
-16
282
$5.05M 0.02%
30,120
+279
283
$5.02M 0.02%
242,348
-2,751
284
$4.99M 0.02%
186,191
-16,297
285
$4.99M 0.02%
310,766
+9,635
286
$4.97M 0.02%
58,364
-5,909
287
$4.94M 0.02%
42,455
-756
288
$4.91M 0.02%
175,258
-12,786
289
$4.91M 0.02%
23,208
-1,862
290
$4.9M 0.02%
90,704
-6,749
291
$4.9M 0.02%
170,618
+3,965
292
$4.85M 0.02%
43,442
+25,107
293
$4.8M 0.02%
46,547
+812
294
$4.77M 0.02%
23,001
+1,454
295
$4.66M 0.02%
52,192
-992
296
$4.63M 0.02%
82,780
+4,696
297
$4.62M 0.02%
32,291
+935
298
$4.61M 0.02%
90,288
+1,444
299
$4.55M 0.01%
133,528
+4,862
300
$4.52M 0.01%
51,722
-36,385
10 11
12
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