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
1351
$223K ﹤0.01%
3,698
1352
$222K ﹤0.01%
626
1353
$222K ﹤0.01%
4,230
+636
1354
$222K ﹤0.01%
14,105
-730
1355
$221K ﹤0.01%
20,211
-970
1356
$221K ﹤0.01%
44,000
+24,000
1357
$221K ﹤0.01%
37,403
-5,258
1358
$220K ﹤0.01%
5,566
-2,292
1359
$220K ﹤0.01%
13,438
+6,465
1360
$220K ﹤0.01%
3,800
+2,456
1361
$219K ﹤0.01%
32,389
-11,210
1362
$219K ﹤0.01%
20,697
+270
1363
$218K ﹤0.01%
13,812
1364
$218K ﹤0.01%
8,561
+171
1365
$218K ﹤0.01%
20,182
-12,027
1366
$217K ﹤0.01%
6,054
1367
$217K ﹤0.01%
34,312
+21,340
1368
$217K ﹤0.01%
2,117
-42
1369
$216K ﹤0.01%
12,908
+9,750
1370
$215K ﹤0.01%
2,558
-26
1371
$215K ﹤0.01%
5,543
+205
1372
$215K ﹤0.01%
3,130
+708
1373
$215K ﹤0.01%
36,739
-50
1374
$214K ﹤0.01%
3,945
+2,362
1375
$214K ﹤0.01%
9,943
+3,108
53 54
55
56 57