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
1376
$290K ﹤0.01%
+3,659
1377
$289K ﹤0.01%
7,876
-235
1378
$288K ﹤0.01%
+3,205
1379
$288K ﹤0.01%
22,101
-350
1380
$288K ﹤0.01%
20,653
-6,746
1381
$287K ﹤0.01%
8,712
-5,567
1382
$286K ﹤0.01%
9,813
+600
1383
$286K ﹤0.01%
16,238
-1,201
1384
$286K ﹤0.01%
31,514
1385
$286K ﹤0.01%
5,546
-1,045
1386
$285K ﹤0.01%
9,312
+54
1387
$285K ﹤0.01%
7,327
-468
1388
$285K ﹤0.01%
27,099
-6,073
1389
$285K ﹤0.01%
52,793
+840
1390
$284K ﹤0.01%
1,716
-2,187
1391
$284K ﹤0.01%
8,084
-304
1392
$283K ﹤0.01%
6,892
+864
1393
$282K ﹤0.01%
9,343
-400
1394
$280K ﹤0.01%
30,777
+1,295
1395
$280K ﹤0.01%
5,084
1396
$280K ﹤0.01%
53,644
-20,825
1397
$280K ﹤0.01%
5,032
+14
1398
$280K ﹤0.01%
10,122
-2,013
1399
$279K ﹤0.01%
16,872
-5,435
1400
$278K ﹤0.01%
8,279
+1,211
54 55
56
57 58