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
3776
$6K ﹤0.01%
+200
3777
$6K ﹤0.01%
3,049
3778
$6K ﹤0.01%
+500
3779
$6K ﹤0.01%
2,250
3780
$6K ﹤0.01%
181
-23
3781
$6K ﹤0.01%
31
3782
$6K ﹤0.01%
507
3783
$6K ﹤0.01%
288
-27
3784
$6K ﹤0.01%
212
+62
3785
$6K ﹤0.01%
767
-80
3786
$6K ﹤0.01%
357
+300
3787
$5K ﹤0.01%
+700
3788
$5K ﹤0.01%
60
-3,311
3789
$5K ﹤0.01%
1,475
3790
$5K ﹤0.01%
400
3791
$5K ﹤0.01%
347
-49
3792
$5K ﹤0.01%
+15
3793
$5K ﹤0.01%
+304
3794
$5K ﹤0.01%
+485
3795
$5K ﹤0.01%
+245
3796
$5K ﹤0.01%
121
3797
$5K ﹤0.01%
101
-50
3798
$5K ﹤0.01%
15,812
3799
$5K ﹤0.01%
120
+20
3800
$5K ﹤0.01%
200
150 151
152
153 154