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
1126
$448K ﹤0.01%
636
-4
1127
$447K ﹤0.01%
76,489
+16,867
1128
$447K ﹤0.01%
28,756
+1,878
1129
$447K ﹤0.01%
7,900
-2,496
1130
$447K ﹤0.01%
5,826
+860
1131
$444K ﹤0.01%
+21,263
1132
$442K ﹤0.01%
14,924
-355
1133
$439K ﹤0.01%
6,816
-536
1134
$439K ﹤0.01%
11,113
-927
1135
$439K ﹤0.01%
71,182
-57,917
1136
$438K ﹤0.01%
7,911
1137
$438K ﹤0.01%
4,268
+758
1138
$438K ﹤0.01%
3,534
+336
1139
$436K ﹤0.01%
6,714
1140
$435K ﹤0.01%
24,708
+3,248
1141
$435K ﹤0.01%
18,396
-2,660
1142
$431K ﹤0.01%
37,185
+21
1143
$431K ﹤0.01%
12,129
+24
1144
$429K ﹤0.01%
27,960
+2,360
1145
$429K ﹤0.01%
50,158
-5,472
1146
$429K ﹤0.01%
369,609
-808,046
1147
$428K ﹤0.01%
5,399
-370
1148
$427K ﹤0.01%
108,692
-30,658
1149
$426K ﹤0.01%
14,741
-2,830
1150
$426K ﹤0.01%
7,844
44 45
46
47 48