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
901
$709K ﹤0.01%
2,920
-1,012
902
$708K ﹤0.01%
4,624
+37
903
$703K ﹤0.01%
1,970
+194
904
$701K ﹤0.01%
15,319
+1,434
905
$700K ﹤0.01%
29,314
-1,548
906
$699K ﹤0.01%
15,371
+5,160
907
$693K ﹤0.01%
18,947
-3,434
908
$692K ﹤0.01%
9,385
+1,405
909
$686K ﹤0.01%
6,041
-85
910
$683K ﹤0.01%
28,398
-1,875
911
$681K ﹤0.01%
12,845
+199
912
$681K ﹤0.01%
11,283
+3,366
913
$681K ﹤0.01%
35,100
-26,001
914
$680K ﹤0.01%
5,995
+865
915
$680K ﹤0.01%
15,030
+450
916
$680K ﹤0.01%
19,260
+600
917
$679K ﹤0.01%
47,289
+1,375
918
$678K ﹤0.01%
175,959
-4,410
919
$677K ﹤0.01%
68,707
+9,281
920
$675K ﹤0.01%
1,280
-128
921
$675K ﹤0.01%
14,481
+325
922
$674K ﹤0.01%
33,650
-662
923
$674K ﹤0.01%
16,837
+12
924
$665K ﹤0.01%
29,423
+4,425
925
$663K ﹤0.01%
4,197
-457
35 36
37
38 39