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
976
$583K ﹤0.01%
50,600
977
$582K ﹤0.01%
2,122
-8,736
978
$582K ﹤0.01%
16,158
+7,108
979
$582K ﹤0.01%
17,134
+117
980
$581K ﹤0.01%
19,932
+7,312
981
$581K ﹤0.01%
12,090
+93
982
$577K ﹤0.01%
17,307
-1,394
983
$577K ﹤0.01%
3,376
-497
984
$575K ﹤0.01%
10,131
+195
985
$574K ﹤0.01%
15,746
+3,043
986
$573K ﹤0.01%
24,092
987
$573K ﹤0.01%
3,381
-187
988
$572K ﹤0.01%
29,740
-600
989
$571K ﹤0.01%
7,673
-246
990
$571K ﹤0.01%
2,292
+178
991
$571K ﹤0.01%
13,560
-212
992
$571K ﹤0.01%
5,903
-397
993
$570K ﹤0.01%
9,312
+649
994
$569K ﹤0.01%
23,172
+872
995
$568K ﹤0.01%
24,376
-2,396
996
$565K ﹤0.01%
9,000
-48
997
$563K ﹤0.01%
11,960
+83
998
$563K ﹤0.01%
17,940
-6,460
999
$562K ﹤0.01%
33,925
-600
1000
$558K ﹤0.01%
22,551
-1,071
38 39
40
41 42