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
676
$1.2M ﹤0.01%
13,683
+673
677
$1.2M ﹤0.01%
73,426
-7,512
678
$1.2M ﹤0.01%
60,245
+1,244
679
$1.2M ﹤0.01%
8,059
+883
680
$1.2M ﹤0.01%
3,667
+25
681
$1.2M ﹤0.01%
25,664
+251
682
$1.19M ﹤0.01%
11,073
+1,752
683
$1.19M ﹤0.01%
33,141
-1,225
684
$1.19M ﹤0.01%
31,922
-8,494
685
$1.18M ﹤0.01%
3,975
-1,083
686
$1.18M ﹤0.01%
+9,964
687
$1.18M ﹤0.01%
4,811
+600
688
$1.17M ﹤0.01%
82,490
-2,416
689
$1.17M ﹤0.01%
1,461
-541
690
$1.16M ﹤0.01%
25,590
+70
691
$1.16M ﹤0.01%
27,724
+3,380
692
$1.14M ﹤0.01%
5,910
-527
693
$1.14M ﹤0.01%
+76,384
694
$1.14M ﹤0.01%
21,773
+4,280
695
$1.14M ﹤0.01%
15,997
+940
696
$1.13M ﹤0.01%
9,524
-59
697
$1.13M ﹤0.01%
10,284
-296
698
$1.12M ﹤0.01%
19,060
+1,136
699
$1.12M ﹤0.01%
27,678
+5,048
700
$1.11M ﹤0.01%
83,513
-610
26 27
28
29 30