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
576
$1.55M 0.01%
23,917
+2,777
577
$1.55M 0.01%
25,012
+4,364
578
$1.54M 0.01%
106,501
+571
579
$1.53M 0.01%
82,186
+3,275
580
$1.53M 0.01%
35,774
581
$1.53M 0.01%
80,775
+1,419
582
$1.53M 0.01%
9,075
-2,669
583
$1.52M ﹤0.01%
8,750
-17
584
$1.51M ﹤0.01%
32,725
-224
585
$1.5M ﹤0.01%
662,094
-508
586
$1.5M ﹤0.01%
17,306
+2,875
587
$1.48M ﹤0.01%
5,973
-304
588
$1.48M ﹤0.01%
24,769
+1,563
589
$1.48M ﹤0.01%
28,464
-1,842
590
$1.47M ﹤0.01%
9,265
+46
591
$1.47M ﹤0.01%
39,846
-2,841
592
$1.47M ﹤0.01%
111,363
+2,622
593
$1.47M ﹤0.01%
70,700
+8,524
594
$1.47M ﹤0.01%
117,396
+10,775
595
$1.46M ﹤0.01%
19,906
+2,011
596
$1.46M ﹤0.01%
28,600
+99
597
$1.46M ﹤0.01%
6,949
-839
598
$1.46M ﹤0.01%
71,367
+22,685
599
$1.45M ﹤0.01%
32,553
+204
600
$1.45M ﹤0.01%
37,112
-695
22 23
24
25 26