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
526
$1.79M 0.01%
7,358
527
$1.79M 0.01%
4,338
-1,920
528
$1.79M 0.01%
17,522
-5,866
529
$1.77M 0.01%
213,819
+23,080
530
$1.77M 0.01%
96,861
-6,165
531
$1.77M 0.01%
243,330
532
$1.76M 0.01%
63,803
+2,000
533
$1.75M 0.01%
8,103
-3
534
$1.75M 0.01%
63,775
-176
535
$1.75M 0.01%
20,668
-2,984
536
$1.75M 0.01%
180,300
+118,702
537
$1.74M 0.01%
80,500
-778
538
$1.73M 0.01%
57,462
-811
539
$1.73M 0.01%
114,102
-4,925
540
$1.73M 0.01%
20,392
-796
541
$1.72M 0.01%
14,749
-4,376
542
$1.71M 0.01%
50,130
-14,487
543
$1.7M 0.01%
14,821
+50
544
$1.7M 0.01%
11,618
-559
545
$1.69M 0.01%
23,619
-488
546
$1.69M 0.01%
18,404
-12,766
547
$1.68M 0.01%
36,209
+3,255
548
$1.67M 0.01%
60,360
-27,112
549
$1.67M 0.01%
37,596
+29
550
$1.66M 0.01%
29,766
-1,107
20 21
22
23 24