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
1426
$266K ﹤0.01%
15,179
-2,420
1427
$265K ﹤0.01%
6,210
+58
1428
$265K ﹤0.01%
13,975
-223
1429
$265K ﹤0.01%
4,491
-354
1430
$264K ﹤0.01%
5,435
-258
1431
$264K ﹤0.01%
41,193
-4,842
1432
$263K ﹤0.01%
2,534
+11
1433
$263K ﹤0.01%
12,043
+742
1434
$263K ﹤0.01%
15,000
1435
$263K ﹤0.01%
16,997
+84
1436
$263K ﹤0.01%
10,032
+1,000
1437
$262K ﹤0.01%
1,792
+45
1438
$262K ﹤0.01%
55,037
1439
$261K ﹤0.01%
11,049
+192
1440
$261K ﹤0.01%
13,576
+1,468
1441
$260K ﹤0.01%
3,510
-656
1442
$260K ﹤0.01%
20,304
1443
$260K ﹤0.01%
12,240
+1,830
1444
$259K ﹤0.01%
4,574
-1,394
1445
$259K ﹤0.01%
16,349
-7
1446
$259K ﹤0.01%
+8,342
1447
$259K ﹤0.01%
3,218
-950
1448
$259K ﹤0.01%
9,200
+1,000
1449
$258K ﹤0.01%
41,541
1450
$258K ﹤0.01%
5,781
56 57
58
59 60