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
3751
$6K ﹤0.01%
+700
3752
$6K ﹤0.01%
100
3753
$6K ﹤0.01%
385
+325
3754
$6K ﹤0.01%
31
-5
3755
$6K ﹤0.01%
+1,000
3756
$6K ﹤0.01%
+425
3757
$6K ﹤0.01%
170
-163
3758
$6K ﹤0.01%
280
-116
3759
$6K ﹤0.01%
306
+2
3760
$6K ﹤0.01%
5,000
3761
$6K ﹤0.01%
667
-833
3762
$6K ﹤0.01%
4,600
+1,008
3763
$6K ﹤0.01%
201
+1
3764
$6K ﹤0.01%
5
3765
$6K ﹤0.01%
+575
3766
$6K ﹤0.01%
68
-1,079
3767
$6K ﹤0.01%
700
-1,116
3768
$6K ﹤0.01%
+1,000
3769
$6K ﹤0.01%
+300
3770
$6K ﹤0.01%
133
-4
3771
$6K ﹤0.01%
+176
3772
$6K ﹤0.01%
312
+1
3773
$6K ﹤0.01%
2,000
-500
3774
$6K ﹤0.01%
+250
3775
$6K ﹤0.01%
600