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
1076
$483K ﹤0.01%
14,412
+310
1077
$483K ﹤0.01%
2,570
+281
1078
$482K ﹤0.01%
5,286
+1,766
1079
$481K ﹤0.01%
+15,056
1080
$480K ﹤0.01%
7,885
+270
1081
$479K ﹤0.01%
5,410
+1,310
1082
$479K ﹤0.01%
15,381
-5,412
1083
$478K ﹤0.01%
3,199
-18
1084
$477K ﹤0.01%
8,395
-400
1085
$477K ﹤0.01%
5,288
+20
1086
$477K ﹤0.01%
13,400
-250
1087
$477K ﹤0.01%
12,339
-1,040
1088
$475K ﹤0.01%
4,442
+39
1089
$475K ﹤0.01%
13,005
-278
1090
$474K ﹤0.01%
8,918
+744
1091
$473K ﹤0.01%
+10,736
1092
$471K ﹤0.01%
4,178
+21
1093
$471K ﹤0.01%
27,500
1094
$471K ﹤0.01%
13,500
+1,400
1095
$470K ﹤0.01%
10,527
1096
$470K ﹤0.01%
20,500
-174
1097
$469K ﹤0.01%
23,245
-4,913
1098
$469K ﹤0.01%
14,050
1099
$469K ﹤0.01%
12,030
-780
1100
$469K ﹤0.01%
16,568
-443
42 43
44
45 46