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
3876
$5K ﹤0.01%
+100
3877
$5K ﹤0.01%
300
3878
$5K ﹤0.01%
521
+21
3879
$4K ﹤0.01%
+17
3880
$4K ﹤0.01%
100
3881
$4K ﹤0.01%
250
3882
$4K ﹤0.01%
500
3883
$4K ﹤0.01%
7
+1
3884
$4K ﹤0.01%
3
3885
$4K ﹤0.01%
+61
3886
$4K ﹤0.01%
175
3887
$4K ﹤0.01%
400
3888
$4K ﹤0.01%
204
-149
3889
$4K ﹤0.01%
+200
3890
$4K ﹤0.01%
220
-280
3891
$4K ﹤0.01%
+200
3892
$4K ﹤0.01%
1,500
+500
3893
$4K ﹤0.01%
1,067
+166
3894
$4K ﹤0.01%
285
-284
3895
$4K ﹤0.01%
268
3896
$4K ﹤0.01%
+6
3897
$4K ﹤0.01%
120
3898
$4K ﹤0.01%
125
-300
3899
$4K ﹤0.01%
39
3900
$4K ﹤0.01%
280
154 155
156
157 158