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
1051
$506K ﹤0.01%
6,009
-69
1052
$506K ﹤0.01%
7,290
+1,900
1053
$506K ﹤0.01%
10,273
1054
$505K ﹤0.01%
8,744
+1,540
1055
$505K ﹤0.01%
25,318
-1,527
1056
$503K ﹤0.01%
10,935
-560
1057
$501K ﹤0.01%
34,216
-2,837
1058
$500K ﹤0.01%
16,450
+10
1059
$498K ﹤0.01%
32,000
1060
$498K ﹤0.01%
6,708
-128
1061
$497K ﹤0.01%
3,081
-632
1062
$497K ﹤0.01%
19,342
+428
1063
$495K ﹤0.01%
67,421
-12,464
1064
$495K ﹤0.01%
4,019
+1,073
1065
$493K ﹤0.01%
20,907
+11,630
1066
$493K ﹤0.01%
87,814
-1,708
1067
$492K ﹤0.01%
9,370
+402
1068
$492K ﹤0.01%
3,901
-304
1069
$491K ﹤0.01%
13,684
-498
1070
$491K ﹤0.01%
+8,800
1071
$491K ﹤0.01%
2,157
+43
1072
$490K ﹤0.01%
15,944
-391
1073
$485K ﹤0.01%
19,478
-372
1074
$484K ﹤0.01%
11,150
1075
$483K ﹤0.01%
13,305
41 42
43
44 45