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
751
$1.01M ﹤0.01%
8,052
-195
752
$1.01M ﹤0.01%
7,001
+529
753
$1.01M ﹤0.01%
52,467
754
$1.01M ﹤0.01%
17,325
-866
755
$1.01M ﹤0.01%
+33,250
756
$1M ﹤0.01%
+5,191
757
$1M ﹤0.01%
20,352
+2,963
758
$1M ﹤0.01%
37,578
-1,220
759
$1M ﹤0.01%
23,595
+535
760
$996K ﹤0.01%
15,517
-2,824
761
$996K ﹤0.01%
19,120
-1,456
762
$994K ﹤0.01%
54,164
-2,570
763
$992K ﹤0.01%
117,404
-7,333
764
$989K ﹤0.01%
+6,665
765
$981K ﹤0.01%
35,584
+3,395
766
$980K ﹤0.01%
29,598
-1,185
767
$979K ﹤0.01%
11,543
+178
768
$976K ﹤0.01%
14,556
+1,824
769
$975K ﹤0.01%
65,605
+2,361
770
$975K ﹤0.01%
15,098
-749
771
$974K ﹤0.01%
8,849
-1,316
772
$969K ﹤0.01%
6,633
-4
773
$966K ﹤0.01%
15,559
-697
774
$958K ﹤0.01%
19,559
-153
775
$956K ﹤0.01%
35,071
+1,416
29 30
31
32 33