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
1326
$313K ﹤0.01%
7,660
-828
1327
$313K ﹤0.01%
11,140
-175
1328
$313K ﹤0.01%
9,582
+382
1329
$312K ﹤0.01%
+6,974
1330
$312K ﹤0.01%
13,258
-618
1331
$312K ﹤0.01%
9,597
+300
1332
$312K ﹤0.01%
12,752
+78
1333
$311K ﹤0.01%
21,828
-1,272
1334
$311K ﹤0.01%
15,779
-294
1335
$310K ﹤0.01%
2,341
-19
1336
$310K ﹤0.01%
15,525
-6,913
1337
$310K ﹤0.01%
28,132
1338
$309K ﹤0.01%
5,451
-1,857
1339
$309K ﹤0.01%
6,310
-637
1340
$308K ﹤0.01%
19,433
-3,227
1341
$308K ﹤0.01%
35,500
-19,939
1342
$307K ﹤0.01%
2,148
-40
1343
$307K ﹤0.01%
15,282
-2,717
1344
$307K ﹤0.01%
2,270
-21
1345
$307K ﹤0.01%
44,673
+4,561
1346
$306K ﹤0.01%
5,024
1347
$306K ﹤0.01%
14,615
+414
1348
$305K ﹤0.01%
39,000
1349
$303K ﹤0.01%
6,029
+3,306
1350
$302K ﹤0.01%
3,677
+643
52 53
54
55 56