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
3851
$5K ﹤0.01%
200
3852
$5K ﹤0.01%
150
3853
$5K ﹤0.01%
160
+60
3854
$5K ﹤0.01%
1,000
3855
$5K ﹤0.01%
375
3856
$5K ﹤0.01%
516
+116
3857
$5K ﹤0.01%
97
-211
3858
$5K ﹤0.01%
300
3859
$5K ﹤0.01%
+505
3860
$5K ﹤0.01%
262
3861
$5K ﹤0.01%
100
3862
$5K ﹤0.01%
+226
3863
$5K ﹤0.01%
279
-271
3864
$5K ﹤0.01%
+500
3865
$5K ﹤0.01%
+224
3866
$5K ﹤0.01%
2,000
3867
$5K ﹤0.01%
+54
3868
$5K ﹤0.01%
223
3869
$5K ﹤0.01%
200
-1,625
3870
$5K ﹤0.01%
+300
3871
$5K ﹤0.01%
450
3872
$5K ﹤0.01%
99
-390
3873
$5K ﹤0.01%
1,000
3874
$5K ﹤0.01%
3,400
-2,336
3875
$5K ﹤0.01%
+537
153 154
155
156 157