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
1301
$327K ﹤0.01%
2,044
+11
1302
$327K ﹤0.01%
1,197
+87
1303
$326K ﹤0.01%
17,980
-3,150
1304
$326K ﹤0.01%
13,734
-25,606
1305
$324K ﹤0.01%
2,393
+403
1306
$324K ﹤0.01%
4,788
-755
1307
$323K ﹤0.01%
+13,158
1308
$323K ﹤0.01%
3,695
-853
1309
$322K ﹤0.01%
+15,678
1310
$321K ﹤0.01%
5,679
-17,181
1311
$321K ﹤0.01%
4,136
+62
1312
$321K ﹤0.01%
6,914
+1,182
1313
$321K ﹤0.01%
4,563
-71
1314
$321K ﹤0.01%
38,228
+200
1315
$320K ﹤0.01%
12,208
1316
$320K ﹤0.01%
1,434
-159
1317
$320K ﹤0.01%
6,182
-764
1318
$318K ﹤0.01%
12,929
+1,071
1319
$317K ﹤0.01%
10,800
1320
$316K ﹤0.01%
3,243
+5
1321
$316K ﹤0.01%
15,307
+325
1322
$315K ﹤0.01%
7,255
+189
1323
$314K ﹤0.01%
32,512
1324
$314K ﹤0.01%
12,772
+984
1325
$313K ﹤0.01%
15,991
-415
51 52
53
54 55