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
801
$902K ﹤0.01%
4,473
+112
802
$896K ﹤0.01%
12,711
+1,971
803
$895K ﹤0.01%
5,461
+239
804
$895K ﹤0.01%
17,949
-640
805
$895K ﹤0.01%
34,121
+3,742
806
$891K ﹤0.01%
40,188
-3,250
807
$891K ﹤0.01%
51,823
+314
808
$889K ﹤0.01%
34,766
-592
809
$887K ﹤0.01%
+367,888
810
$885K ﹤0.01%
28,241
-103
811
$884K ﹤0.01%
7,094
-1,199
812
$883K ﹤0.01%
7,442
-262
813
$882K ﹤0.01%
20,401
-2,783
814
$881K ﹤0.01%
152,717
815
$880K ﹤0.01%
+8,163
816
$875K ﹤0.01%
12,000
+5,647
817
$873K ﹤0.01%
20,455
+278
818
$862K ﹤0.01%
4,333
+98
819
$861K ﹤0.01%
74,713
-7,977
820
$859K ﹤0.01%
8,023
-367
821
$859K ﹤0.01%
16,944
+549
822
$858K ﹤0.01%
66,707
+2,016
823
$857K ﹤0.01%
+13,770
824
$857K ﹤0.01%
36,340
+2,795
825
$856K ﹤0.01%
53,065
+3,692
31 32
33
34 35