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
3126
$16K ﹤0.01%
400
3127
$16K ﹤0.01%
772
+397
3128
$16K ﹤0.01%
235
3129
$16K ﹤0.01%
343
+163
3130
$16K ﹤0.01%
450
-115
3131
$16K ﹤0.01%
212
+12
3132
$16K ﹤0.01%
400
3133
$16K ﹤0.01%
+531
3134
$16K ﹤0.01%
+647
3135
$16K ﹤0.01%
374
3136
$16K ﹤0.01%
1,455
3137
$16K ﹤0.01%
409
+78
3138
$16K ﹤0.01%
1,133
3139
$16K ﹤0.01%
+1,000
3140
$16K ﹤0.01%
25
+10
3141
$16K ﹤0.01%
370
+262
3142
$16K ﹤0.01%
1,000
3143
$16K ﹤0.01%
1,000
-1,213
3144
$16K ﹤0.01%
+600
3145
$16K ﹤0.01%
12
3146
$16K ﹤0.01%
+2,000
3147
$16K ﹤0.01%
5,400
+400
3148
$16K ﹤0.01%
6,300
+500
3149
$16K ﹤0.01%
900
3150
$16K ﹤0.01%
6,950
+5,000