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
1151
$425K ﹤0.01%
64,533
-485
1152
$425K ﹤0.01%
12,706
-5,776
1153
$425K ﹤0.01%
8,006
1154
$425K ﹤0.01%
9,434
+918
1155
$424K ﹤0.01%
37,373
-1,800
1156
$423K ﹤0.01%
8,401
+19
1157
$423K ﹤0.01%
21,522
-2,449
1158
$422K ﹤0.01%
11,168
-2,970
1159
$422K ﹤0.01%
20,000
1160
$421K ﹤0.01%
14,180
+2,235
1161
$421K ﹤0.01%
17,170
+3,787
1162
$420K ﹤0.01%
3,714
-11
1163
$420K ﹤0.01%
4,814
-91
1164
$420K ﹤0.01%
+14,020
1165
$419K ﹤0.01%
28,144
1166
$419K ﹤0.01%
24,447
+9,405
1167
$419K ﹤0.01%
17,586
-2,180
1168
$418K ﹤0.01%
52,237
1169
$416K ﹤0.01%
3,526
+572
1170
$416K ﹤0.01%
4,650
+439
1171
$414K ﹤0.01%
14,087
-108
1172
$412K ﹤0.01%
6,734
+143
1173
$411K ﹤0.01%
2,932
+369
1174
$411K ﹤0.01%
14,046
+5,890
1175
$410K ﹤0.01%
14,214
-2,398
45 46
47
48 49