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
351
$3.59M 0.01%
36,106
-648
352
$3.58M 0.01%
40,878
+2,868
353
$3.56M 0.01%
94,107
-2,303
354
$3.53M 0.01%
121,558
+2,463
355
$3.53M 0.01%
107,834
+2,106
356
$3.52M 0.01%
78,504
-2,857
357
$3.52M 0.01%
12,926
-8,805
358
$3.47M 0.01%
261,455
+18,927
359
$3.45M 0.01%
51,814
-1,729
360
$3.45M 0.01%
82,552
-4,031
361
$3.45M 0.01%
59,935
-11,307
362
$3.45M 0.01%
263,043
+241,112
363
$3.39M 0.01%
12,209
+201
364
$3.34M 0.01%
18,506
+267
365
$3.34M 0.01%
66,742
-9,500
366
$3.34M 0.01%
128,043
+76,191
367
$3.33M 0.01%
7,476
-312
368
$3.32M 0.01%
36,628
+312
369
$3.3M 0.01%
22,871
+531
370
$3.29M 0.01%
78,142
-2,500
371
$3.28M 0.01%
53,801
-2,382
372
$3.25M 0.01%
21,389
+2,955
373
$3.24M 0.01%
42,904
+1,201
374
$3.24M 0.01%
450,097
-66,000
375
$3.23M 0.01%
61,121
-5,818
13 14
15
16 17