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
1276
$339K ﹤0.01%
23,410
-456
1277
$338K ﹤0.01%
6,816
+211
1278
$337K ﹤0.01%
16,000
-6,324
1279
$336K ﹤0.01%
2,281
+21
1280
$336K ﹤0.01%
28,534
-63
1281
$335K ﹤0.01%
2,738
+67
1282
$335K ﹤0.01%
7,327
+2,047
1283
$335K ﹤0.01%
11,324
1284
$334K ﹤0.01%
+7,000
1285
$334K ﹤0.01%
9,234
+12
1286
$334K ﹤0.01%
5,730
+570
1287
$333K ﹤0.01%
25,444
+1,400
1288
$333K ﹤0.01%
7,801
+428
1289
$333K ﹤0.01%
5,895
-347
1290
$333K ﹤0.01%
18,435
+300
1291
$333K ﹤0.01%
13,894
1292
$331K ﹤0.01%
14,949
-317
1293
$331K ﹤0.01%
+6,547
1294
$330K ﹤0.01%
26,250
-2,200
1295
$330K ﹤0.01%
12,415
-140
1296
$330K ﹤0.01%
12,553
+2,200
1297
$329K ﹤0.01%
10,146
1298
$329K ﹤0.01%
4,365
1299
$328K ﹤0.01%
24,095
+582
1300
$328K ﹤0.01%
3,993
-198
50 51
52
53 54