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
1251
$356K ﹤0.01%
3,896
+935
1252
$356K ﹤0.01%
4,176
-169
1253
$356K ﹤0.01%
16,356
-159
1254
$355K ﹤0.01%
10,000
+4,000
1255
$354K ﹤0.01%
6,586
+1,075
1256
$354K ﹤0.01%
7,232
+92
1257
$353K ﹤0.01%
845
+23
1258
$353K ﹤0.01%
32,921
-878
1259
$352K ﹤0.01%
7,404
-200
1260
$351K ﹤0.01%
2,412
+428
1261
$351K ﹤0.01%
7,012
-719
1262
$350K ﹤0.01%
4,427
-18
1263
$348K ﹤0.01%
51,393
-810
1264
$347K ﹤0.01%
20,000
1265
$345K ﹤0.01%
11,679
+2,105
1266
$345K ﹤0.01%
9,645
-3,682
1267
$343K ﹤0.01%
6,254
-8,944
1268
$343K ﹤0.01%
22,971
+6,306
1269
$343K ﹤0.01%
4,918
+26
1270
$342K ﹤0.01%
9,797
-558
1271
$342K ﹤0.01%
37,829
-17,275
1272
$341K ﹤0.01%
3,524
+130
1273
$340K ﹤0.01%
+23,532
1274
$339K ﹤0.01%
25,971
-388
1275
$339K ﹤0.01%
21,723
-50
49 50
51
52 53