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
3451
$10K ﹤0.01%
193
-437
3452
$10K ﹤0.01%
382
-50
3453
$10K ﹤0.01%
378
+96
3454
$10K ﹤0.01%
2,000
3455
$10K ﹤0.01%
1,102
3456
$10K ﹤0.01%
437
3457
$10K ﹤0.01%
57
3458
$10K ﹤0.01%
+1
3459
$10K ﹤0.01%
700
3460
$10K ﹤0.01%
400
-102
3461
$10K ﹤0.01%
698
3462
$10K ﹤0.01%
1,273
3463
$10K ﹤0.01%
+500
3464
$10K ﹤0.01%
+375
3465
$10K ﹤0.01%
1,000
3466
$10K ﹤0.01%
500
3467
$10K ﹤0.01%
10,000
3468
$10K ﹤0.01%
2,085
-780
3469
$10K ﹤0.01%
550
3470
$10K ﹤0.01%
882
-500
3471
$10K ﹤0.01%
400
-1,463
3472
$10K ﹤0.01%
1,645
+33
3473
$10K ﹤0.01%
3,720
3474
$10K ﹤0.01%
+206
3475
$10K ﹤0.01%
1,488
137 138
139
140 141