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
$16.4B
AUM Growth
+$713M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,884
New
Increased
Reduced
Closed

Top Buys

1
+$78.7M
2
+$78.7M
3
+$71.1M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$56.4M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$50.6M

Top Sells

1
+$29.5M
2
+$22.3M
3
+$10.7M
4
VB icon
Vanguard Small-Cap ETF
VB
+$10.4M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$9.41M

Sector Composition

1 Financials 5.41%
2 Energy 5.14%
3 Technology 3.44%
4 Healthcare 2.5%
5 Communication Services 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1.22M 0.01%
15,329
+3,383
552
$1.22M 0.01%
218,290
-2,310
553
$1.22M 0.01%
51,149
+778
554
$1.22M 0.01%
103,000
-18,108
555
$1.22M 0.01%
40,533
+4,773
556
$1.22M 0.01%
9,080
+2,157
557
$1.22M 0.01%
25,414
-801
558
$1.21M 0.01%
21,250
+1,233
559
$1.21M 0.01%
8,584
+25
560
$1.21M 0.01%
79,764
+15,780
561
$1.2M 0.01%
22,274
-304
562
$1.19M 0.01%
83,405
+15
563
$1.19M 0.01%
12,830
-25
564
$1.19M 0.01%
52,943
+30,393
565
$1.18M 0.01%
21,799
+6,261
566
$1.17M 0.01%
9,946
+740
567
$1.16M 0.01%
77,986
-6,827
568
$1.16M 0.01%
203,465
-722
569
$1.16M 0.01%
50,168
+4,524
570
$1.16M 0.01%
14,947
-62
571
$1.16M 0.01%
73,693
+4,793
572
$1.15M 0.01%
36,480
+694
573
$1.15M 0.01%
3,010
-159
574
$1.15M 0.01%
26,602
+547
575
$1.14M 0.01%
27,421
+1,320
21 22
23
24 25