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
726
$1.05M ﹤0.01%
21,568
-150
727
$1.05M ﹤0.01%
8,749
-40
728
$1.05M ﹤0.01%
17,426
-2,993
729
$1.05M ﹤0.01%
17,839
-879
730
$1.05M ﹤0.01%
56,260
-550
731
$1.05M ﹤0.01%
38,398
+90
732
$1.04M ﹤0.01%
53,657
-19,460
733
$1.04M ﹤0.01%
16,306
-10,775
734
$1.04M ﹤0.01%
25,638
-6,000
735
$1.04M ﹤0.01%
43,905
+5,195
736
$1.04M ﹤0.01%
17,634
-1,383
737
$1.04M ﹤0.01%
6,628
-23
738
$1.04M ﹤0.01%
19,823
-1,309
739
$1.03M ﹤0.01%
5,358
-600
740
$1.03M ﹤0.01%
36,678
+9,533
741
$1.03M ﹤0.01%
1,972
-873
742
$1.02M ﹤0.01%
16,241
743
$1.02M ﹤0.01%
21,788
-74
744
$1.02M ﹤0.01%
22,043
-839
745
$1.02M ﹤0.01%
11,583
+304
746
$1.02M ﹤0.01%
15,665
-4,354
747
$1.02M ﹤0.01%
27,430
-8,476
748
$1.02M ﹤0.01%
5,571
+1,880
749
$1.02M ﹤0.01%
44,234
+1,710
750
$1.01M ﹤0.01%
25,289
28 29
30
31 32