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
3826
$5K ﹤0.01%
200
-668
3827
$5K ﹤0.01%
40
3828
$5K ﹤0.01%
382
+56
3829
$5K ﹤0.01%
+363
3830
$5K ﹤0.01%
270
3831
$5K ﹤0.01%
1,488
-500
3832
$5K ﹤0.01%
688
+6
3833
$5K ﹤0.01%
1,250
3834
$5K ﹤0.01%
128
3835
$5K ﹤0.01%
204
-355
3836
$5K ﹤0.01%
47
+31
3837
$5K ﹤0.01%
496
3838
$5K ﹤0.01%
2,734
3839
$5K ﹤0.01%
300
3840
$5K ﹤0.01%
+25
3841
$5K ﹤0.01%
1,281
-176
3842
$5K ﹤0.01%
264
3843
$5K ﹤0.01%
90
3844
$5K ﹤0.01%
175
+64
3845
$5K ﹤0.01%
404
3846
$5K ﹤0.01%
308
-385
3847
$5K ﹤0.01%
200
3848
$5K ﹤0.01%
+321
3849
$5K ﹤0.01%
+27
3850
$5K ﹤0.01%
2,200
152 153
154
155 156