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
4226
$1K ﹤0.01%
+50
4227
$1K ﹤0.01%
+15
4228
$1K ﹤0.01%
+1
4229
$1K ﹤0.01%
205
4230
$1K ﹤0.01%
28
4231
$1K ﹤0.01%
118
4232
$1K ﹤0.01%
93
4233
$1K ﹤0.01%
99
+50
4234
$1K ﹤0.01%
10
4235
$1K ﹤0.01%
39
+13
4236
$1K ﹤0.01%
206
-51
4237
$1K ﹤0.01%
33
4238
$1K ﹤0.01%
+27
4239
$1K ﹤0.01%
60
-564
4240
$1K ﹤0.01%
75
4241
$1K ﹤0.01%
+46
4242
$1K ﹤0.01%
900
-100
4243
$1K ﹤0.01%
42
-189
4244
$1K ﹤0.01%
1,283
4245
$1K ﹤0.01%
+9
4246
$1K ﹤0.01%
+18
4247
$1K ﹤0.01%
40
-100
4248
$1K ﹤0.01%
50
4249
$1K ﹤0.01%
+20
4250
$1K ﹤0.01%
+10
168 169
170
171 172