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
826
$852K ﹤0.01%
15,973
+630
827
$852K ﹤0.01%
19,637
+3,136
828
$851K ﹤0.01%
24,074
-654
829
$850K ﹤0.01%
20,396
-1,737
830
$849K ﹤0.01%
38,693
831
$847K ﹤0.01%
23,637
-466
832
$840K ﹤0.01%
9,646
-193
833
$839K ﹤0.01%
45,809
+13,290
834
$834K ﹤0.01%
23,476
835
$833K ﹤0.01%
6,592
-158
836
$831K ﹤0.01%
+23,961
837
$830K ﹤0.01%
47,038
838
$826K ﹤0.01%
144,429
-1,364
839
$822K ﹤0.01%
9,988
-352
840
$820K ﹤0.01%
9,375
-592
841
$815K ﹤0.01%
18,403
-1,110
842
$814K ﹤0.01%
394,087
+10,000
843
$814K ﹤0.01%
6,053
-1,136
844
$811K ﹤0.01%
22,548
-857
845
$810K ﹤0.01%
16,038
+21
846
$810K ﹤0.01%
+38,000
847
$809K ﹤0.01%
26,292
+329
848
$809K ﹤0.01%
3,121
+1,022
849
$796K ﹤0.01%
11,992
-342
850
$795K ﹤0.01%
+18,928
32 33
34
35 36