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
1176
$409K ﹤0.01%
5,659
-20
1177
$409K ﹤0.01%
6,901
+473
1178
$409K ﹤0.01%
4,720
+50
1179
$408K ﹤0.01%
72,150
1180
$408K ﹤0.01%
7,669
+3,183
1181
$407K ﹤0.01%
14,945
-335
1182
$407K ﹤0.01%
28,235
1183
$406K ﹤0.01%
17,537
+95
1184
$405K ﹤0.01%
+5,970
1185
$405K ﹤0.01%
16,811
+277
1186
$405K ﹤0.01%
4,950
+25
1187
$404K ﹤0.01%
+31,100
1188
$403K ﹤0.01%
14,790
-263
1189
$403K ﹤0.01%
27,000
1190
$402K ﹤0.01%
5,381
+2,215
1191
$402K ﹤0.01%
5,409
+85
1192
$402K ﹤0.01%
5,104
+352
1193
$401K ﹤0.01%
41,091
-74,490
1194
$401K ﹤0.01%
4,822
-1,001
1195
$400K ﹤0.01%
5,392
-300
1196
$399K ﹤0.01%
30,404
1197
$398K ﹤0.01%
2,898
+319
1198
$396K ﹤0.01%
10,204
-30
1199
$396K ﹤0.01%
5,549
+1,259
1200
$394K ﹤0.01%
9,680
+2,804
46 47
48
49 50