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
301
$4.51M 0.01%
130,868
+500
302
$4.44M 0.01%
638,816
+536,390
303
$4.44M 0.01%
15,002
+4,198
304
$4.39M 0.01%
27,183
-595
305
$4.39M 0.01%
46,139
+2,857
306
$4.38M 0.01%
48,883
+18,410
307
$4.37M 0.01%
137,669
308
$4.31M 0.01%
114,413
-13,311
309
$4.26M 0.01%
16,008
+884
310
$4.25M 0.01%
32,347
+288
311
$4.24M 0.01%
21,982
-341
312
$4.24M 0.01%
30,255
+390
313
$4.23M 0.01%
148,206
+1,566
314
$4.14M 0.01%
7,405,101
-713,628
315
$4.14M 0.01%
25,305
-1,441
316
$4.13M 0.01%
206,737
+27,993
317
$4.11M 0.01%
74,754
-3,779
318
$4.07M 0.01%
78,201
-101
319
$4.07M 0.01%
89,574
+16,149
320
$4.04M 0.01%
34,062
-5,793
321
$4.03M 0.01%
16,779
+573
322
$4.02M 0.01%
68,256
+3,575
323
$4.01M 0.01%
58,199
+1,082
324
$4.01M 0.01%
19,372
-207
325
$4.01M 0.01%
27,408
+76
11 12
13
14 15