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
626
$1.37M ﹤0.01%
60,829
-6
627
$1.36M ﹤0.01%
84,960
+9,616
628
$1.36M ﹤0.01%
20,986
-153
629
$1.35M ﹤0.01%
28,880
-1,486
630
$1.35M ﹤0.01%
23,086
+5,502
631
$1.35M ﹤0.01%
29,164
+2
632
$1.35M ﹤0.01%
13,568
+9,758
633
$1.35M ﹤0.01%
141,168
-131,432
634
$1.35M ﹤0.01%
20,423
+881
635
$1.34M ﹤0.01%
16,663
-86
636
$1.34M ﹤0.01%
8,559
-824
637
$1.34M ﹤0.01%
15,295
-39
638
$1.33M ﹤0.01%
7,833
-1,287
639
$1.33M ﹤0.01%
11,736
+5,831
640
$1.33M ﹤0.01%
33,984
+2,770
641
$1.33M ﹤0.01%
10,624
+1,803
642
$1.32M ﹤0.01%
12,213
+1,914
643
$1.31M ﹤0.01%
26,071
+14,905
644
$1.31M ﹤0.01%
5,916
+171
645
$1.31M ﹤0.01%
34,514
+12,475
646
$1.31M ﹤0.01%
16,910
-437
647
$1.3M ﹤0.01%
30,182
+1,244
648
$1.3M ﹤0.01%
32,756
+1,329
649
$1.29M ﹤0.01%
34,664
+1,096
650
$1.28M ﹤0.01%
25,008
-980
24 25
26
27 28