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
3476
$10K ﹤0.01%
+461
3477
$10K ﹤0.01%
3,700
3478
$10K ﹤0.01%
727
3479
$9K ﹤0.01%
1,000
3480
$9K ﹤0.01%
600
+100
3481
$9K ﹤0.01%
14
3482
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153
3483
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209
+106
3484
$9K ﹤0.01%
200
-14
3485
$9K ﹤0.01%
+33
3486
$9K ﹤0.01%
750
-2,250
3487
$9K ﹤0.01%
1,000
+550
3488
$9K ﹤0.01%
289
3489
$9K ﹤0.01%
1,000
3490
$9K ﹤0.01%
+725
3491
$9K ﹤0.01%
6
3492
$9K ﹤0.01%
+898
3493
$9K ﹤0.01%
+500
3494
$9K ﹤0.01%
+648
3495
$9K ﹤0.01%
+400
3496
$9K ﹤0.01%
17
3497
$9K ﹤0.01%
236
3498
$9K ﹤0.01%
500
3499
$9K ﹤0.01%
263
3500
$9K ﹤0.01%
200