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
1226
$375K ﹤0.01%
12,186
+3,478
1227
$374K ﹤0.01%
7,262
+43
1228
$373K ﹤0.01%
41,235
+4,815
1229
$373K ﹤0.01%
4,548
-485
1230
$371K ﹤0.01%
6,072
+312
1231
$369K ﹤0.01%
19,472
1232
$368K ﹤0.01%
6,866
+2,000
1233
$367K ﹤0.01%
13,037
-465
1234
$367K ﹤0.01%
9,575
1235
$366K ﹤0.01%
2,718
+36
1236
$366K ﹤0.01%
7,255
+142
1237
$363K ﹤0.01%
4,983
-7
1238
$363K ﹤0.01%
+3,334
1239
$362K ﹤0.01%
11,679
+3,780
1240
$361K ﹤0.01%
18,507
1241
$361K ﹤0.01%
+101,162
1242
$360K ﹤0.01%
988
+73
1243
$359K ﹤0.01%
11,596
-2,854
1244
$359K ﹤0.01%
15,987
-84
1245
$358K ﹤0.01%
3,758
+807
1246
$358K ﹤0.01%
18,468
-323
1247
$357K ﹤0.01%
16,671
-1,165
1248
$357K ﹤0.01%
7,957
-53
1249
$357K ﹤0.01%
555
-46
1250
$356K ﹤0.01%
8,000
-1,045
48 49
50
51 52