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
876
$736K ﹤0.01%
2,165
+52
877
$735K ﹤0.01%
24,774
+558
878
$735K ﹤0.01%
18,550
-4,341
879
$733K ﹤0.01%
21,538
880
$732K ﹤0.01%
14,951
-874
881
$731K ﹤0.01%
64,327
-1,109
882
$730K ﹤0.01%
5,455
+52
883
$729K ﹤0.01%
19,710
+10
884
$729K ﹤0.01%
6,646
+2,799
885
$725K ﹤0.01%
66,532
+4,281
886
$725K ﹤0.01%
18,045
+2,043
887
$724K ﹤0.01%
5,582
-126
888
$724K ﹤0.01%
+10,905
889
$722K ﹤0.01%
17,496
-76
890
$720K ﹤0.01%
22,375
891
$720K ﹤0.01%
24,522
+7,984
892
$717K ﹤0.01%
9,722
+3,101
893
$715K ﹤0.01%
12,352
+199
894
$715K ﹤0.01%
21,236
+2,972
895
$713K ﹤0.01%
6,585
+183
896
$713K ﹤0.01%
25,346
-3,753
897
$712K ﹤0.01%
4,571
-54
898
$711K ﹤0.01%
7,548
+383
899
$709K ﹤0.01%
26,000
+1,000
900
$709K ﹤0.01%
12,414
+2,983
34 35
36
37 38