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
601
$1.44M ﹤0.01%
182,636
-6,968
602
$1.44M ﹤0.01%
17,761
+1,625
603
$1.42M ﹤0.01%
16,271
-336
604
$1.42M ﹤0.01%
30,116
+34
605
$1.42M ﹤0.01%
16,464
+635
606
$1.41M ﹤0.01%
15,267
+6,426
607
$1.41M ﹤0.01%
24,077
-1,042
608
$1.41M ﹤0.01%
14,489
-604
609
$1.4M ﹤0.01%
31,883
+957
610
$1.4M ﹤0.01%
59,686
+62
611
$1.4M ﹤0.01%
1,299
-14
612
$1.4M ﹤0.01%
37,059
+297
613
$1.4M ﹤0.01%
47,443
-1,301
614
$1.4M ﹤0.01%
74,680
-5,880
615
$1.4M ﹤0.01%
78,376
-2,464
616
$1.4M ﹤0.01%
57,880
-3,660
617
$1.4M ﹤0.01%
23,285
+552
618
$1.39M ﹤0.01%
100,644
+671
619
$1.39M ﹤0.01%
57,631
+658
620
$1.38M ﹤0.01%
20,960
+1,627
621
$1.38M ﹤0.01%
14,367
-1,442
622
$1.38M ﹤0.01%
1,168
-72
623
$1.38M ﹤0.01%
14,915
-782
624
$1.37M ﹤0.01%
22,709
-260
625
$1.37M ﹤0.01%
19,238
+287
23 24
25
26 27