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
401
$2.88M 0.01%
39,062
-134
402
$2.88M 0.01%
54,400
-266
403
$2.87M 0.01%
31,947
+2,420
404
$2.87M 0.01%
93,430
-909
405
$2.87M 0.01%
17,081
+2,006
406
$2.81M 0.01%
129,074
+110,399
407
$2.81M 0.01%
84,640
408
$2.74M 0.01%
14,222
+1,946
409
$2.72M 0.01%
171,847
+114,292
410
$2.7M 0.01%
13,643
+245
411
$2.7M 0.01%
21,703
-2,054
412
$2.69M 0.01%
35,251
-360
413
$2.67M 0.01%
30,242
+14,542
414
$2.67M 0.01%
97,561
-1,854
415
$2.66M 0.01%
186,658
+7,509
416
$2.66M 0.01%
159,033
-19
417
$2.66M 0.01%
51,210
-955
418
$2.65M 0.01%
98,008
-541
419
$2.65M 0.01%
43,712
-614
420
$2.64M 0.01%
25,000
421
$2.63M 0.01%
19,564
-380
422
$2.62M 0.01%
216,424
+69,304
423
$2.61M 0.01%
9,092
+106
424
$2.59M 0.01%
63,666
+1,296
425
$2.58M 0.01%
16,653
-1,065
15 16
17
18 19