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
701
$1.11M ﹤0.01%
4,625
+2,413
702
$1.11M ﹤0.01%
208,700
703
$1.11M ﹤0.01%
19,176
-1,677
704
$1.11M ﹤0.01%
125,200
-1,800
705
$1.11M ﹤0.01%
5,962
-442
706
$1.1M ﹤0.01%
7,845
-18
707
$1.1M ﹤0.01%
12,125
-680
708
$1.1M ﹤0.01%
28,251
+1,315
709
$1.1M ﹤0.01%
68,850
-8,083
710
$1.1M ﹤0.01%
28,233
+2,173
711
$1.09M ﹤0.01%
38,580
-29,000
712
$1.09M ﹤0.01%
9,592
-248
713
$1.09M ﹤0.01%
40,549
-4,947
714
$1.08M ﹤0.01%
25,061
+13,632
715
$1.08M ﹤0.01%
117,739
+585
716
$1.08M ﹤0.01%
9,934
-2,034
717
$1.08M ﹤0.01%
29,362
+249
718
$1.07M ﹤0.01%
18,935
+3,809
719
$1.07M ﹤0.01%
19,322
+15,693
720
$1.07M ﹤0.01%
24,468
-1,605
721
$1.07M ﹤0.01%
4,662
-495
722
$1.07M ﹤0.01%
7,704
+306
723
$1.06M ﹤0.01%
19,762
-635
724
$1.06M ﹤0.01%
17,850
+2,450
725
$1.05M ﹤0.01%
8,597
-167
27 28
29
30 31