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
1026
$527K ﹤0.01%
6,444
-585
1027
$525K ﹤0.01%
32,763
+174
1028
$524K ﹤0.01%
+5,862
1029
$523K ﹤0.01%
6,058
+89
1030
$523K ﹤0.01%
33,692
1031
$521K ﹤0.01%
5,842
-5,034
1032
$521K ﹤0.01%
1,879
1033
$520K ﹤0.01%
11,770
-100
1034
$518K ﹤0.01%
10,425
+1,057
1035
$518K ﹤0.01%
5,694
+772
1036
$517K ﹤0.01%
13,968
1037
$517K ﹤0.01%
11,984
+625
1038
$517K ﹤0.01%
6,598
-394
1039
$517K ﹤0.01%
45,734
-20,465
1040
$516K ﹤0.01%
18,603
-20,566
1041
$514K ﹤0.01%
10,845
+2,497
1042
$514K ﹤0.01%
6,964
-528
1043
$513K ﹤0.01%
1,691
-3,256
1044
$513K ﹤0.01%
18,277
-123
1045
$510K ﹤0.01%
12,366
+1,488
1046
$509K ﹤0.01%
5,327
-52
1047
$508K ﹤0.01%
12,298
-112
1048
$508K ﹤0.01%
28,042
-1,240
1049
$508K ﹤0.01%
3,206
+273
1050
$507K ﹤0.01%
333
+113
40 41
42
43 44