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
1001
$557K ﹤0.01%
5,563
+102
1002
$556K ﹤0.01%
15,300
1003
$553K ﹤0.01%
30,900
-1,550
1004
$552K ﹤0.01%
9,672
+2,441
1005
$551K ﹤0.01%
7,279
+57
1006
$549K ﹤0.01%
952
+171
1007
$549K ﹤0.01%
5,686
+107
1008
$546K ﹤0.01%
17,904
+7,510
1009
$546K ﹤0.01%
17,724
1010
$545K ﹤0.01%
24,359
-379
1011
$542K ﹤0.01%
21,169
+74
1012
$542K ﹤0.01%
7,416
1013
$541K ﹤0.01%
35,241
+648
1014
$539K ﹤0.01%
101,968
+3,716
1015
$537K ﹤0.01%
+10,002
1016
$537K ﹤0.01%
28,676
-1,309
1017
$536K ﹤0.01%
9,021
-3,358
1018
$535K ﹤0.01%
2,204
+423
1019
$535K ﹤0.01%
13,731
-571
1020
$534K ﹤0.01%
35,349
+1,259
1021
$533K ﹤0.01%
49,931
1022
$532K ﹤0.01%
5,222
+192
1023
$531K ﹤0.01%
10,688
+1,502
1024
$530K ﹤0.01%
9,120
-198
1025
$530K ﹤0.01%
3,911
+114
39 40
41
42 43