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
1351
$302K ﹤0.01%
7,935
+582
1352
$300K ﹤0.01%
+8,628
1353
$300K ﹤0.01%
100,350
-8,150
1354
$299K ﹤0.01%
57,616
-617
1355
$299K ﹤0.01%
6,674
+2,018
1356
$298K ﹤0.01%
41,525
-7,977
1357
$298K ﹤0.01%
12,754
-6,445
1358
$297K ﹤0.01%
5,728
+242
1359
$297K ﹤0.01%
6,828
+325
1360
$296K ﹤0.01%
3,719
1361
$296K ﹤0.01%
22,104
-6,326
1362
$296K ﹤0.01%
10,470
+15
1363
$295K ﹤0.01%
4,249
+457
1364
$295K ﹤0.01%
626
1365
$295K ﹤0.01%
19,309
+5,000
1366
$295K ﹤0.01%
15,241
+8
1367
$295K ﹤0.01%
5,797
+1,325
1368
$294K ﹤0.01%
16,784
+167
1369
$293K ﹤0.01%
+7,344
1370
$293K ﹤0.01%
17,042
+1,218
1371
$292K ﹤0.01%
5,407
-1,163
1372
$292K ﹤0.01%
2,420
+495
1373
$292K ﹤0.01%
+3,165
1374
$291K ﹤0.01%
5,607
-364
1375
$291K ﹤0.01%
6,319
-725
53 54
55
56 57