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
1476
$172K ﹤0.01%
4,946
+126
1477
$172K ﹤0.01%
7,125
-2,500
1478
$172K ﹤0.01%
11,356
+2,100
1479
$171K ﹤0.01%
3,049
+63
1480
$171K ﹤0.01%
13,144
1481
$171K ﹤0.01%
10,000
1482
$171K ﹤0.01%
9,397
+750
1483
$171K ﹤0.01%
10,000
1484
$170K ﹤0.01%
3,573
1485
$170K ﹤0.01%
6,688
+4,436
1486
$169K ﹤0.01%
27,503
+6,469
1487
$169K ﹤0.01%
2,365
+400
1488
$169K ﹤0.01%
1,521
-537
1489
$169K ﹤0.01%
10,000
1490
$169K ﹤0.01%
18,689
-9,176
1491
$168K ﹤0.01%
5,803
+4,103
1492
$168K ﹤0.01%
4,291
-3,383
1493
$168K ﹤0.01%
4,688
-371
1494
$168K ﹤0.01%
31,389
-60,854
1495
$168K ﹤0.01%
5,929
-136
1496
$168K ﹤0.01%
6,516
+248
1497
$168K ﹤0.01%
+8,122
1498
$167K ﹤0.01%
18,366
1499
$167K ﹤0.01%
13,258
-676
1500
$167K ﹤0.01%
4,787
-3,263
58 59
60
61 62