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
$30.7B
AUM Growth
+$987M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,010
New
Increased
Reduced
Closed

Top Buys

1
+$124M
2
+$119M
3
+$108M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$84.8M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$76.6M

Top Sells

1
+$89.3M
2
+$49.4M
3
+$25.4M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$24.1M
5
AAPL icon
Apple
AAPL
+$15.3M

Sector Composition

1 Financials 4.77%
2 Technology 4.11%
3 Healthcare 1.86%
4 Consumer Discretionary 1.76%
5 Industrials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$3.23M 0.01%
43,446
+1,040
377
$3.19M 0.01%
17,445
+1,004
378
$3.19M 0.01%
137,950
-13,070
379
$3.17M 0.01%
109,418
-28,221
380
$3.16M 0.01%
26,487
-347
381
$3.15M 0.01%
15,111
+6,838
382
$3.15M 0.01%
44,310
+141
383
$3.13M 0.01%
27,662
+3,260
384
$3.13M 0.01%
31,277
+1,049
385
$3.13M 0.01%
121,240
-615
386
$3.1M 0.01%
28,514
-257
387
$3.08M 0.01%
37,060
-3,338
388
$3.07M 0.01%
39,256
+1,288
389
$3.05M 0.01%
40,316
-1,748
390
$3.05M 0.01%
26,772
+2,011
391
$3.05M 0.01%
108,814
+7,357
392
$3.04M 0.01%
167,604
+140,748
393
$3.03M 0.01%
226,814
-5,295
394
$3.02M 0.01%
3,879
395
$2.99M 0.01%
44,982
-2,257
396
$2.96M 0.01%
54,966
-1,357
397
$2.92M 0.01%
71,595
+58,863
398
$2.92M 0.01%
45,558
+17,364
399
$2.91M 0.01%
13,119
+1,010
400
$2.91M 0.01%
783
14 15
16
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