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
1401
$277K ﹤0.01%
19,200
+5,009
1402
$277K ﹤0.01%
8,028
+28
1403
$276K ﹤0.01%
11,343
+10
1404
$276K ﹤0.01%
8,394
1405
$275K ﹤0.01%
36,729
+14,880
1406
$274K ﹤0.01%
4,906
1407
$274K ﹤0.01%
16,335
+1,155
1408
$274K ﹤0.01%
11,787
1409
$273K ﹤0.01%
33,445
+885
1410
$273K ﹤0.01%
8,959
-610
1411
$272K ﹤0.01%
11,492
+600
1412
$272K ﹤0.01%
8,607
1413
$272K ﹤0.01%
18,904
1414
$271K ﹤0.01%
5,163
-65
1415
$271K ﹤0.01%
1,479
1416
$270K ﹤0.01%
12,185
-1,489
1417
$270K ﹤0.01%
+4,021
1418
$269K ﹤0.01%
+2,698
1419
$269K ﹤0.01%
2,531
-270
1420
$269K ﹤0.01%
+3,937
1421
$268K ﹤0.01%
17,376
1422
$267K ﹤0.01%
3,050
-214
1423
$267K ﹤0.01%
3,259
-869
1424
$266K ﹤0.01%
5,917
+211
1425
$266K ﹤0.01%
16,432
+5
55 56
57
58 59