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
501
$1.94M 0.01%
17,617
+206
502
$1.93M 0.01%
20,135
-3,895
503
$1.93M 0.01%
23,742
+505
504
$1.92M 0.01%
1,773
+6
505
$1.91M 0.01%
167,198
-9,281
506
$1.91M 0.01%
10,535
+170
507
$1.9M 0.01%
40,195
+5,983
508
$1.89M 0.01%
20,285
-2,684
509
$1.89M 0.01%
6,828
-1,011
510
$1.88M 0.01%
61,141
-3,067
511
$1.87M 0.01%
33,800
+34
512
$1.87M 0.01%
45,806
-1,000
513
$1.85M 0.01%
12,555
+137
514
$1.84M 0.01%
20,517
-118
515
$1.84M 0.01%
41,348
-1,407
516
$1.84M 0.01%
31,788
+5,078
517
$1.83M 0.01%
13,203
+1,270
518
$1.83M 0.01%
64,169
519
$1.83M 0.01%
49,893
+2,763
520
$1.82M 0.01%
11,405
+166
521
$1.8M 0.01%
69,742
-1,016
522
$1.8M 0.01%
67,480
+23,723
523
$1.8M 0.01%
51,073
-3,490
524
$1.8M 0.01%
126,640
-4,870
525
$1.8M 0.01%
64,135
+477
19 20
21
22 23