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
1451
$257K ﹤0.01%
3,861
-60
1452
$256K ﹤0.01%
4,441
+127
1453
$256K ﹤0.01%
2,068
-371
1454
$256K ﹤0.01%
13,147
+400
1455
$256K ﹤0.01%
2,084
+75
1456
$255K ﹤0.01%
19,376
-3,091
1457
$254K ﹤0.01%
1,938
-224
1458
$254K ﹤0.01%
23,087
+3,369
1459
$254K ﹤0.01%
20,555
1460
$254K ﹤0.01%
23,103
1461
$253K ﹤0.01%
+7,189
1462
$253K ﹤0.01%
3,736
-559
1463
$253K ﹤0.01%
12,046
-838
1464
$252K ﹤0.01%
4,608
-341
1465
$251K ﹤0.01%
3,596
1466
$251K ﹤0.01%
5,500
1467
$249K ﹤0.01%
+6,809
1468
$248K ﹤0.01%
2,759
-624
1469
$248K ﹤0.01%
1,543
-189
1470
$248K ﹤0.01%
12,006
1471
$247K ﹤0.01%
32,655
+1,020
1472
$247K ﹤0.01%
60,000
-173
1473
$246K ﹤0.01%
14,399
+19
1474
$246K ﹤0.01%
9,442
+1,187
1475
$246K ﹤0.01%
18,067
57 58
59
60 61