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
776
$954K ﹤0.01%
6,486
-419
777
$954K ﹤0.01%
60,814
-1,103
778
$952K ﹤0.01%
31,822
-4,261
779
$948K ﹤0.01%
5,575
-194
780
$945K ﹤0.01%
21,650
-3,476
781
$941K ﹤0.01%
12,671
+2,325
782
$941K ﹤0.01%
7,638
+599
783
$939K ﹤0.01%
10,064
-5
784
$939K ﹤0.01%
17,514
-791
785
$928K ﹤0.01%
18,442
+1
786
$928K ﹤0.01%
28,915
-1,487
787
$927K ﹤0.01%
46,963
+2,745
788
$925K ﹤0.01%
12,137
-130
789
$922K ﹤0.01%
24,380
790
$922K ﹤0.01%
21,637
-399
791
$919K ﹤0.01%
7,438
792
$919K ﹤0.01%
1,667
-165
793
$914K ﹤0.01%
9,772
-325
794
$914K ﹤0.01%
15,713
-246
795
$908K ﹤0.01%
14,194
-791
796
$906K ﹤0.01%
14,639
-18,385
797
$906K ﹤0.01%
16,063
+3,852
798
$906K ﹤0.01%
7,932
+237
799
$904K ﹤0.01%
15,824
+968
800
$904K ﹤0.01%
5,718
+339
30 31
32
33 34