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
$16.4B
AUM Growth
+$713M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,884
New
Increased
Reduced
Closed

Top Buys

1
+$78.7M
2
+$78.7M
3
+$71.1M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$56.4M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$50.6M

Top Sells

1
+$29.5M
2
+$22.3M
3
+$10.7M
4
VB icon
Vanguard Small-Cap ETF
VB
+$10.4M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$9.41M

Sector Composition

1 Financials 5.41%
2 Energy 5.14%
3 Technology 3.44%
4 Healthcare 2.5%
5 Communication Services 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
976
$443K ﹤0.01%
5,692
+729
977
$443K ﹤0.01%
+31,145
978
$443K ﹤0.01%
32,561
-5,005
979
$442K ﹤0.01%
31,251
+6,456
980
$442K ﹤0.01%
27,470
+6,475
981
$440K ﹤0.01%
16,102
+14,822
982
$440K ﹤0.01%
12,795
983
$438K ﹤0.01%
9,412
+64
984
$438K ﹤0.01%
15,034
+448
985
$438K ﹤0.01%
24,381
-850
986
$435K ﹤0.01%
5,527
-1,584
987
$434K ﹤0.01%
7,694
+34
988
$434K ﹤0.01%
1,957
+64
989
$433K ﹤0.01%
7,779
+1,198
990
$432K ﹤0.01%
38,416
+5,561
991
$429K ﹤0.01%
32,258
-2,803
992
$429K ﹤0.01%
10,685
+3,831
993
$428K ﹤0.01%
20,083
-89
994
$428K ﹤0.01%
15,753
-2,509
995
$428K ﹤0.01%
8,719
+404
996
$428K ﹤0.01%
14,201
-2,758
997
$426K ﹤0.01%
6,996
+2
998
$425K ﹤0.01%
10,206
-340
999
$424K ﹤0.01%
27,490
-1,903
1000
$424K ﹤0.01%
5,724
-9
38 39
40
41 42