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
4151
$2K ﹤0.01%
200
4152
$2K ﹤0.01%
200
4153
$2K ﹤0.01%
3
+2
4154
$2K ﹤0.01%
210
4155
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59
-241
4156
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200
4157
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+49
4158
$2K ﹤0.01%
1
4159
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8
4160
$2K ﹤0.01%
+300
4161
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200
4162
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102
4163
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55
4164
$2K ﹤0.01%
+500
4165
$2K ﹤0.01%
37
-4,635
4166
$2K ﹤0.01%
75
4167
$2K ﹤0.01%
300
4168
$2K ﹤0.01%
158
4169
$2K ﹤0.01%
+300
4170
$2K ﹤0.01%
+134
4171
$2K ﹤0.01%
190
-84
4172
$2K ﹤0.01%
54
4173
$2K ﹤0.01%
169
4174
$2K ﹤0.01%
129
+5
4175
$2K ﹤0.01%
203
165 166
167
168 169