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
3626
$7K ﹤0.01%
+525
3627
$7K ﹤0.01%
400
-280
3628
$7K ﹤0.01%
500
3629
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25
-120
3630
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211
3631
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350
-187
3632
$7K ﹤0.01%
+107
3633
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90
3634
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157
3635
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500
3636
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3637
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3638
$7K ﹤0.01%
167
3639
$7K ﹤0.01%
327
-328
3640
$7K ﹤0.01%
1,000
3641
$7K ﹤0.01%
588
+499
3642
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+989
3643
$7K ﹤0.01%
240
3644
0
3645
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300
3646
$7K ﹤0.01%
1,000
3647
$7K ﹤0.01%
295
3648
$7K ﹤0.01%
250
-66
3649
$7K ﹤0.01%
+204
3650
$7K ﹤0.01%
105
+11