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
326
$4M 0.01%
108,951
+47,632
327
$4M 0.01%
237,950
-151,700
328
$4M 0.01%
80,120
+5,321
329
$4M 0.01%
54,134
-70
330
$3.98M 0.01%
93,189
+2,621
331
$3.97M 0.01%
89,326
+24,572
332
$3.96M 0.01%
149,070
-19,305
333
$3.95M 0.01%
250,106
-81,278
334
$3.94M 0.01%
52,325
-57,465
335
$3.94M 0.01%
191,041
-8,584
336
$3.93M 0.01%
222,436
-10,670
337
$3.87M 0.01%
52,959
+1,992
338
$3.84M 0.01%
20,937
-1,668
339
$3.83M 0.01%
102,124
-1,611
340
$3.77M 0.01%
42,090
+1,374
341
$3.77M 0.01%
318,350
+4,030
342
$3.73M 0.01%
170,658
+9,908
343
$3.71M 0.01%
131,501
-24,512
344
$3.7M 0.01%
29,742
+16
345
$3.69M 0.01%
22,363
+610
346
$3.68M 0.01%
59,211
+139
347
$3.65M 0.01%
22,419
+1,276
348
$3.65M 0.01%
1,135,954
+1,115,425
349
$3.63M 0.01%
314,711
-181,242
350
$3.59M 0.01%
18,555
+1,084
12 13
14
15 16