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
1401
$201K ﹤0.01%
5,782
+4,692
1402
$201K ﹤0.01%
22,558
-6,051
1403
$200K ﹤0.01%
10,016
1404
$200K ﹤0.01%
3,525
-416
1405
$200K ﹤0.01%
140,613
+10,888
1406
$199K ﹤0.01%
2,667
+301
1407
$198K ﹤0.01%
5,268
-118
1408
$198K ﹤0.01%
1,697
+90
1409
$197K ﹤0.01%
9,010
+2,660
1410
$196K ﹤0.01%
4,800
-32,840
1411
$195K ﹤0.01%
2,919
+114
1412
$195K ﹤0.01%
8,487
+252
1413
$195K ﹤0.01%
3,500
1414
$195K ﹤0.01%
2,512
+136
1415
$194K ﹤0.01%
8,502
+253
1416
$194K ﹤0.01%
6,570
+81
1417
$194K ﹤0.01%
10,000
+5,700
1418
$194K ﹤0.01%
16
+10
1419
$193K ﹤0.01%
9,914
-11,396
1420
$193K ﹤0.01%
10,913
-400
1421
$192K ﹤0.01%
13,374
+6,010
1422
$192K ﹤0.01%
2,774
-520
1423
$191K ﹤0.01%
2,581
-37
1424
$191K ﹤0.01%
3,676
+450
1425
$191K ﹤0.01%
1,047
+40
55 56
57
58 59