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
3351
$12K ﹤0.01%
217
-4
3352
$12K ﹤0.01%
237
+177
3353
$12K ﹤0.01%
+405
3354
$12K ﹤0.01%
+1,350
3355
$12K ﹤0.01%
2,115
+4
3356
$12K ﹤0.01%
749
-1
3357
$12K ﹤0.01%
1,100
+1,000
3358
$12K ﹤0.01%
860
3359
$12K ﹤0.01%
500
3360
$12K ﹤0.01%
+12,400
3361
$12K ﹤0.01%
+505
3362
$12K ﹤0.01%
2,022
-470
3363
$12K ﹤0.01%
1,511
3364
$11K ﹤0.01%
168
-667
3365
$11K ﹤0.01%
+1,000
3366
$11K ﹤0.01%
6,150
3367
$11K ﹤0.01%
400
3368
$11K ﹤0.01%
330
+30
3369
$11K ﹤0.01%
971
+854
3370
$11K ﹤0.01%
343
+1
3371
$11K ﹤0.01%
300
+200
3372
$11K ﹤0.01%
300
3373
$11K ﹤0.01%
+702
3374
$11K ﹤0.01%
1,123
+162
3375
$11K ﹤0.01%
925
133 134
135
136 137