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
476
$2.08M 0.01%
15,618
-1,384
477
$2.08M 0.01%
44,717
-4,259
478
$2.07M 0.01%
60,966
+996
479
$2.06M 0.01%
105,429
+2,340
480
$2.05M 0.01%
85,221
+556
481
$2.05M 0.01%
127,287
-2,640
482
$2.05M 0.01%
90,173
-453
483
$2.03M 0.01%
162,599
+19,874
484
$2.03M 0.01%
46,259
-1,882
485
$2.02M 0.01%
80,016
-14,238
486
$2.02M 0.01%
17,134
-73
487
$2.01M 0.01%
190,984
+13,144
488
$2M 0.01%
176,730
+122,400
489
$2M 0.01%
284
+1
490
$2M 0.01%
20,534
-1,294
491
$1.99M 0.01%
68,484
-486
492
$1.98M 0.01%
9,673
-56
493
$1.98M 0.01%
20,799
-147
494
$1.98M 0.01%
16,739
+1,092
495
$1.97M 0.01%
96,973
+100
496
$1.97M 0.01%
25,618
-397
497
$1.96M 0.01%
+13,597
498
$1.95M 0.01%
6,922
-4,947
499
$1.95M 0.01%
96,734
+16,426
500
$1.94M 0.01%
78,616
+13,000
18 19
20
21 22