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
4251
$1K ﹤0.01%
53
4252
$1K ﹤0.01%
+35
4253
$1K ﹤0.01%
146
+46
4254
$1K ﹤0.01%
+14
4255
$1K ﹤0.01%
100
-776
4256
$1K ﹤0.01%
100
4257
$1K ﹤0.01%
+31
4258
$1K ﹤0.01%
20
-358
4259
$1K ﹤0.01%
100
-150
4260
$1K ﹤0.01%
40
4261
$1K ﹤0.01%
+500
4262
$1K ﹤0.01%
+12
4263
$1K ﹤0.01%
19
+14
4264
$1K ﹤0.01%
49
4265
$1K ﹤0.01%
164
4266
$1K ﹤0.01%
67
4267
$1K ﹤0.01%
60
4268
$1K ﹤0.01%
+400
4269
$1K ﹤0.01%
20
-9,580
4270
$1K ﹤0.01%
30
4271
$1K ﹤0.01%
10
-82
4272
$1K ﹤0.01%
+142
4273
$1K ﹤0.01%
80
4274
$1K ﹤0.01%
20
4275
– –
0
169 170
171
172 173