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
926
$661K ﹤0.01%
36,812
-2,769
927
$660K ﹤0.01%
9,796
+132
928
$660K ﹤0.01%
20,007
-493
929
$655K ﹤0.01%
1,088
-5,252
930
$650K ﹤0.01%
20,582
+490
931
$649K ﹤0.01%
10,378
+701
932
$648K ﹤0.01%
8,722
+560
933
$648K ﹤0.01%
5,171
+160
934
$648K ﹤0.01%
12,309
+510
935
$646K ﹤0.01%
10,468
936
$645K ﹤0.01%
24,556
+385
937
$642K ﹤0.01%
226,014
+1,529
938
$641K ﹤0.01%
19,108
-2,331
939
$641K ﹤0.01%
5,574
-788
940
$639K ﹤0.01%
27,873
-74
941
$639K ﹤0.01%
8,886
-444
942
$638K ﹤0.01%
+37,157
943
$638K ﹤0.01%
52,263
+3,124
944
$637K ﹤0.01%
17,795
-3,096
945
$634K ﹤0.01%
12,250
+2,559
946
$633K ﹤0.01%
5,368
-612
947
$633K ﹤0.01%
+44,880
948
$632K ﹤0.01%
9,951
+16
949
$627K ﹤0.01%
11,932
+855
950
$626K ﹤0.01%
60,971
36 37
38
39 40