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
951
$623K ﹤0.01%
26,951
+13,659
952
$622K ﹤0.01%
10,441
-590
953
$619K ﹤0.01%
25,525
954
$617K ﹤0.01%
9,714
+2,260
955
$616K ﹤0.01%
5,165
+1,398
956
$614K ﹤0.01%
22,440
+1,093
957
$614K ﹤0.01%
8,376
+975
958
$613K ﹤0.01%
40,042
+3,002
959
$611K ﹤0.01%
19,784
-5
960
$610K ﹤0.01%
4,245
+440
961
$609K ﹤0.01%
17,467
-466
962
$608K ﹤0.01%
9,722
-41
963
$602K ﹤0.01%
5,154
+112
964
$602K ﹤0.01%
12,008
+1,152
965
$602K ﹤0.01%
73,572
+16,272
966
$601K ﹤0.01%
11,352
+676
967
$596K ﹤0.01%
12,319
+2,414
968
$592K ﹤0.01%
33,739
+16,162
969
$591K ﹤0.01%
15,403
-600
970
$590K ﹤0.01%
24,970
+122
971
$589K ﹤0.01%
14,376
-559
972
$589K ﹤0.01%
21,192
+13,250
973
$587K ﹤0.01%
9,920
-3,875
974
$584K ﹤0.01%
16,567
+1,294
975
$583K ﹤0.01%
31,052
+1,285
37 38
39
40 41