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
1201
$394K ﹤0.01%
835
+43
1202
$394K ﹤0.01%
51,184
-10,936
1203
$393K ﹤0.01%
6,435
-22
1204
$392K ﹤0.01%
3,124
+285
1205
$390K ﹤0.01%
8,969
+1,500
1206
$389K ﹤0.01%
7,718
-1,295
1207
$387K ﹤0.01%
7,335
+714
1208
$386K ﹤0.01%
29,260
-764
1209
$386K ﹤0.01%
17,073
+2,915
1210
$386K ﹤0.01%
74,332
+2,073
1211
$385K ﹤0.01%
6,589
+68
1212
$385K ﹤0.01%
13,637
+3,490
1213
$385K ﹤0.01%
3,294
1214
$384K ﹤0.01%
13,500
+500
1215
$382K ﹤0.01%
11,352
-754
1216
$382K ﹤0.01%
9,092
1217
$382K ﹤0.01%
18,311
1218
$381K ﹤0.01%
4,005
-1,175
1219
$380K ﹤0.01%
21,616
+5,852
1220
$380K ﹤0.01%
9,672
-214
1221
$378K ﹤0.01%
1,738
+143
1222
$377K ﹤0.01%
33,720
-26,529
1223
$377K ﹤0.01%
21,750
-19,719
1224
$375K ﹤0.01%
1,769
-105
1225
$375K ﹤0.01%
9,366
-759
47 48
49
50 51