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
1276
$252K ﹤0.01%
9,338
+1,250
1277
$251K ﹤0.01%
10,290
-547
1278
$251K ﹤0.01%
2,907
+60
1279
$250K ﹤0.01%
22,205
-5,100
1280
$250K ﹤0.01%
13,367
+701
1281
$249K ﹤0.01%
10,419
+8,369
1282
$248K ﹤0.01%
29,839
-5,102
1283
$248K ﹤0.01%
13,164
+7,332
1284
$248K ﹤0.01%
7,709
+837
1285
$248K ﹤0.01%
7,990
-2,518
1286
$248K ﹤0.01%
1,698
+269
1287
$247K ﹤0.01%
6,064
+728
1288
$247K ﹤0.01%
8,900
1289
$247K ﹤0.01%
6,528
+2,214
1290
$246K ﹤0.01%
15,721
-676
1291
$245K ﹤0.01%
9,721
-447
1292
$245K ﹤0.01%
66,865
+8,380
1293
$244K ﹤0.01%
23,436
-7,209
1294
$244K ﹤0.01%
5,138
-1,344
1295
$242K ﹤0.01%
14,569
+1,273
1296
$242K ﹤0.01%
15,057
-5,764
1297
$242K ﹤0.01%
2,056
+241
1298
$242K ﹤0.01%
4,896
-1,226
1299
$242K ﹤0.01%
18,920
+4,200
1300
$241K ﹤0.01%
17,109
+6,319
50 51
52
53 54