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
1101
$468K ﹤0.01%
20,000
-313
1102
$468K ﹤0.01%
9,783
-4,879
1103
$467K ﹤0.01%
8,710
-75
1104
$467K ﹤0.01%
9,962
+3,902
1105
$465K ﹤0.01%
4,251
+86
1106
$464K ﹤0.01%
92,344
+13,101
1107
$464K ﹤0.01%
9,907
-346
1108
$464K ﹤0.01%
128,976
1109
$463K ﹤0.01%
16,248
-192
1110
$463K ﹤0.01%
9,948
1111
$463K ﹤0.01%
18,640
1112
$462K ﹤0.01%
15,493
1113
$459K ﹤0.01%
9,821
+112
1114
$458K ﹤0.01%
7,571
+383
1115
$458K ﹤0.01%
18,253
1116
$456K ﹤0.01%
12,180
-1,449
1117
$456K ﹤0.01%
6,257
-206
1118
$455K ﹤0.01%
+22,649
1119
$454K ﹤0.01%
30,177
1120
$454K ﹤0.01%
25,506
+2
1121
$452K ﹤0.01%
4,069
+524
1122
$450K ﹤0.01%
18,999
+3,371
1123
$450K ﹤0.01%
14,310
-1,490
1124
$449K ﹤0.01%
54,590
+7,376
1125
$449K ﹤0.01%
4,692
+764
43 44
45
46 47