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
1301
$240K ﹤0.01%
5,202
+207
1302
$240K ﹤0.01%
5,221
-1,091
1303
$240K ﹤0.01%
11,104
+3,646
1304
$240K ﹤0.01%
13,801
-607
1305
$239K ﹤0.01%
+20,000
1306
$239K ﹤0.01%
9,842
+1,382
1307
$239K ﹤0.01%
2,167
-1,684
1308
$239K ﹤0.01%
4,782
+1,405
1309
$238K ﹤0.01%
4,489
+799
1310
$238K ﹤0.01%
7,055
1311
$238K ﹤0.01%
8,172
+2,586
1312
$238K ﹤0.01%
3,693
-530
1313
$237K ﹤0.01%
13,942
+4,528
1314
$237K ﹤0.01%
21,168
+735
1315
$237K ﹤0.01%
14,068
-1,145
1316
$236K ﹤0.01%
35,371
1317
$236K ﹤0.01%
+15,203
1318
$235K ﹤0.01%
9,984
-4,333
1319
$235K ﹤0.01%
4,690
-158
1320
$234K ﹤0.01%
7,654
-3,709
1321
$234K ﹤0.01%
1,226
+369
1322
$234K ﹤0.01%
1,762
+26
1323
$234K ﹤0.01%
20,696
1324
$233K ﹤0.01%
2,054
+1,017
1325
$233K ﹤0.01%
9,419
+267
51 52
53
54 55