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
451
$2.31M 0.01%
18,524
+1,992
452
$2.3M 0.01%
37,437
+1,140
453
$2.3M 0.01%
9,368
+254
454
$2.29M 0.01%
113,912
-1,256
455
$2.29M 0.01%
33,208
-355
456
$2.28M 0.01%
17,131
-541
457
$2.26M 0.01%
8,915
+13
458
$2.26M 0.01%
41,951
+4,894
459
$2.26M 0.01%
119,528
-2,476
460
$2.26M 0.01%
28,535
+15,041
461
$2.25M 0.01%
40,334
+1,147
462
$2.25M 0.01%
150,352
-24,064
463
$2.21M 0.01%
105,000
+3,000
464
$2.21M 0.01%
24,042
+435
465
$2.2M 0.01%
636,457
-398,033
466
$2.19M 0.01%
25,518
+104
467
$2.19M 0.01%
28,203
+331
468
$2.18M 0.01%
8,709
+3,887
469
$2.17M 0.01%
47,650
+1,892
470
$2.15M 0.01%
20,479
-11
471
$2.15M 0.01%
16,556
-412
472
$2.13M 0.01%
15,845
-118
473
$2.13M 0.01%
76,168
+7,054
474
$2.11M 0.01%
111,988
+18,061
475
$2.09M 0.01%
66,342
-4,866
17 18
19
20 21