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
101
$24.3M 0.08%
344,240
-708
102
$23.9M 0.08%
87,988
-1,326
103
$23.8M 0.08%
529,152
+11,708
104
$23.7M 0.08%
267,617
-1,707
105
$23.6M 0.08%
476,334
+16,926
106
$22.9M 0.07%
415,772
+49,627
107
$22.7M 0.07%
216,788
-4,436
108
$21.9M 0.07%
183,110
+8,098
109
$21.5M 0.07%
283,669
+67
110
$21.2M 0.07%
310,810
+4,707
111
$21M 0.07%
1,640,465
+769,895
112
$20.8M 0.07%
133,580
+37
113
$20.6M 0.07%
159,927
+22,313
114
$20.1M 0.07%
669,493
+276,877
115
$20M 0.07%
488,744
-8,646
116
$20M 0.07%
120,059
+1,106
117
$19.9M 0.06%
175,751
+337
118
$19.9M 0.06%
200,132
+29
119
$19.9M 0.06%
336,465
-110,713
120
$19.8M 0.06%
102,536
-1,933
121
$19.8M 0.06%
1,051,026
+28,152
122
$19.7M 0.06%
356,230
-2,094
123
$19.6M 0.06%
90,073
+3,894
124
$19.3M 0.06%
175,117
+735
125
$19.1M 0.06%
199,016
+10,488
3 4
5
6 7