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
851
$795K ﹤0.01%
28,866
-947
852
$795K ﹤0.01%
4,508
-9
853
$794K ﹤0.01%
6,959
-882
854
$793K ﹤0.01%
5,692
+3,520
855
$791K ﹤0.01%
9,020
+1,550
856
$789K ﹤0.01%
14,792
-1,392
857
$786K ﹤0.01%
10,375
+34
858
$784K ﹤0.01%
14,319
+484
859
$781K ﹤0.01%
154,365
+30,021
860
$779K ﹤0.01%
30,675
+40
861
$776K ﹤0.01%
8,046
862
$773K ﹤0.01%
+76,540
863
$762K ﹤0.01%
29,310
-30,187
864
$761K ﹤0.01%
18,598
+1,292
865
$760K ﹤0.01%
15,656
-1,380
866
$757K ﹤0.01%
8,888
+733
867
$752K ﹤0.01%
+36,685
868
$751K ﹤0.01%
11,945
+1,170
869
$751K ﹤0.01%
7,032
+2,440
870
$749K ﹤0.01%
49,858
-8,515
871
$746K ﹤0.01%
32,814
-750
872
$743K ﹤0.01%
+11,290
873
$743K ﹤0.01%
11,251
+249
874
$741K ﹤0.01%
32,149
-322
875
$739K ﹤0.01%
6,687
33 34
35
36 37