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
551
$1.66M 0.01%
32,133
-342
552
$1.66M 0.01%
17,869
+499
553
$1.65M 0.01%
118,987
+29,925
554
$1.64M 0.01%
20,616
+337
555
$1.64M 0.01%
39,919
-41,436
556
$1.64M 0.01%
23,768
-1,704
557
$1.63M 0.01%
16,002
+4,388
558
$1.62M 0.01%
21,588
+334
559
$1.62M 0.01%
132,002
-19,720
560
$1.61M 0.01%
33,474
-2,490
561
$1.61M 0.01%
93,200
+66,770
562
$1.61M 0.01%
45,129
-2,705
563
$1.61M 0.01%
28,493
+165
564
$1.61M 0.01%
41,940
+70
565
$1.6M 0.01%
16,044
-1,926
566
$1.58M 0.01%
11,641
+300
567
$1.58M 0.01%
17,126
+8,443
568
$1.57M 0.01%
10,966
+764
569
$1.57M 0.01%
16,076
+2,483
570
$1.57M 0.01%
12,605
+398
571
$1.56M 0.01%
17,769
-4,279
572
$1.56M 0.01%
108,989
+11,923
573
$1.56M 0.01%
10,396
+6,417
574
$1.55M 0.01%
20,222
-11
575
$1.55M 0.01%
54,141
21 22
23
24 25