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
$16.4B
AUM Growth
+$713M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,884
New
Increased
Reduced
Closed

Top Buys

1
+$78.7M
2
+$78.7M
3
+$71.1M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$56.4M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$50.6M

Top Sells

1
+$29.5M
2
+$22.3M
3
+$10.7M
4
VB icon
Vanguard Small-Cap ETF
VB
+$10.4M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$9.41M

Sector Composition

1 Financials 5.41%
2 Energy 5.14%
3 Technology 3.44%
4 Healthcare 2.5%
5 Communication Services 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$263K ﹤0.01%
10,206
+8,706
1252
$263K ﹤0.01%
11,415
1253
$262K ﹤0.01%
18,016
+1,262
1254
$261K ﹤0.01%
9,595
+9,122
1255
$261K ﹤0.01%
21,348
+13,565
1256
$261K ﹤0.01%
270
+10
1257
$260K ﹤0.01%
4,074
+40
1258
$260K ﹤0.01%
2,587
-783
1259
$259K ﹤0.01%
6,468
+860
1260
$259K ﹤0.01%
5,203
-5,141
1261
$259K ﹤0.01%
13,766
-28,200
1262
$258K ﹤0.01%
17,737
+8,200
1263
$258K ﹤0.01%
7,437
+113
1264
$258K ﹤0.01%
4,712
+3,110
1265
$257K ﹤0.01%
2,469
+350
1266
$256K ﹤0.01%
5,467
1267
$256K ﹤0.01%
14,744
+14
1268
$255K ﹤0.01%
4,665
-500
1269
$255K ﹤0.01%
13,150
1270
$254K ﹤0.01%
4,174
-64
1271
$254K ﹤0.01%
7,648
1272
$254K ﹤0.01%
6,488
+2,856
1273
$253K ﹤0.01%
3,554
-624
1274
$252K ﹤0.01%
3,310
+814
1275
$252K ﹤0.01%
38,113
+1,379
49 50
51
52 53