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
426
$2.56M 0.01%
52,903
-3,847
427
$2.54M 0.01%
56,437
-8,272
428
$2.53M 0.01%
29,168
-1,000
429
$2.52M 0.01%
22,446
-910
430
$2.5M 0.01%
15,493
-481
431
$2.5M 0.01%
35,710
-1,274
432
$2.49M 0.01%
362,464
+178,022
433
$2.47M 0.01%
13,888
+8,810
434
$2.47M 0.01%
30,820
-4,128
435
$2.46M 0.01%
72,895
-5,560
436
$2.45M 0.01%
84,494
-14,036
437
$2.44M 0.01%
42,506
-41
438
$2.4M 0.01%
14,752
+777
439
$2.4M 0.01%
32,992
-4,517
440
$2.39M 0.01%
+23,872
441
$2.37M 0.01%
39,402
+1,424
442
$2.36M 0.01%
17,275
-727
443
$2.36M 0.01%
50,716
+492
444
$2.35M 0.01%
19,032
+625
445
$2.34M 0.01%
108,989
-4,994
446
$2.33M 0.01%
31,052
-47
447
$2.32M 0.01%
40,210
+7,745
448
$2.32M 0.01%
40,088
-1,913
449
$2.32M 0.01%
93,113
-56
450
$2.32M 0.01%
518,179
-234,010
16 17
18
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