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
651
$1.28M ﹤0.01%
8,768
+284
652
$1.28M ﹤0.01%
14,994
-1,602
653
$1.28M ﹤0.01%
33,649
+781
654
$1.27M ﹤0.01%
14,442
-677
655
$1.26M ﹤0.01%
4,938
-1,030
656
$1.26M ﹤0.01%
20,969
+41
657
$1.25M ﹤0.01%
6,951
-379
658
$1.24M ﹤0.01%
20,442
+194
659
$1.24M ﹤0.01%
32,323
-5,651
660
$1.23M ﹤0.01%
50,934
+4,409
661
$1.23M ﹤0.01%
11,300
-281
662
$1.23M ﹤0.01%
78,657
-4,240
663
$1.23M ﹤0.01%
38,135
-70
664
$1.23M ﹤0.01%
16,005
-700
665
$1.23M ﹤0.01%
12,529
+161
666
$1.23M ﹤0.01%
5,864
+1,302
667
$1.22M ﹤0.01%
11,850
-141
668
$1.22M ﹤0.01%
64,620
+784
669
$1.22M ﹤0.01%
75,173
-989
670
$1.22M ﹤0.01%
+31,000
671
$1.22M ﹤0.01%
30,551
-990
672
$1.21M ﹤0.01%
95,179
-11,146
673
$1.21M ﹤0.01%
6,399
-8
674
$1.21M ﹤0.01%
54,465
675
$1.21M ﹤0.01%
66,680
+7,025
25 26
27
28 29