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
$16.4B
AUM Growth
+$713M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,884
New
Increased
Reduced
Closed

Top Buys

1
+$78.7M
2
+$78.7M
3
+$71.1M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$56.4M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$50.6M

Top Sells

1
+$29.5M
2
+$22.3M
3
+$10.7M
4
VB icon
Vanguard Small-Cap ETF
VB
+$10.4M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$9.41M

Sector Composition

1 Financials 5.41%
2 Energy 5.14%
3 Technology 3.44%
4 Healthcare 2.5%
5 Communication Services 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$695K ﹤0.01%
31,533
+2,362
777
$694K ﹤0.01%
22,560
-6,273
778
$691K ﹤0.01%
22,392
+781
779
$691K ﹤0.01%
4,520
+1,660
780
$689K ﹤0.01%
13,442
+2,409
781
$687K ﹤0.01%
7,827
+674
782
$686K ﹤0.01%
6,641
+1,470
783
$686K ﹤0.01%
9,364
+1,335
784
$684K ﹤0.01%
18,843
+3,323
785
$681K ﹤0.01%
6,245
+4,065
786
$681K ﹤0.01%
65,788
+35,328
787
$678K ﹤0.01%
26,521
-200
788
$677K ﹤0.01%
45,585
+2,190
789
$676K ﹤0.01%
4,714
+1,335
790
$668K ﹤0.01%
12,339
-321
791
$666K ﹤0.01%
4,313
-650
792
$664K ﹤0.01%
9,232
+2,419
793
$661K ﹤0.01%
16,185
+7,318
794
$658K ﹤0.01%
46,038
795
$657K ﹤0.01%
18,764
+1,615
796
$657K ﹤0.01%
35,673
+2,719
797
$649K ﹤0.01%
11,224
-210
798
$649K ﹤0.01%
47,999
+7,304
799
$647K ﹤0.01%
19,788
+9,489
800
$644K ﹤0.01%
25,224
-627
30 31
32
33 34