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
1476
$245K ﹤0.01%
20,150
+2,651
1477
$245K ﹤0.01%
3,150
1478
$244K ﹤0.01%
732
+21
1479
$244K ﹤0.01%
+4,342
1480
$243K ﹤0.01%
17,370
+500
1481
$242K ﹤0.01%
38,900
1482
$241K ﹤0.01%
14,223
-3,598
1483
$241K ﹤0.01%
4,167
-29
1484
$241K ﹤0.01%
5,464
+447
1485
$239K ﹤0.01%
+4,356
1486
$239K ﹤0.01%
4,289
-39
1487
$238K ﹤0.01%
28,506
+11,449
1488
$238K ﹤0.01%
2,850
+75
1489
$237K ﹤0.01%
+12,367
1490
$237K ﹤0.01%
36,190
1491
$237K ﹤0.01%
8,570
-4,874
1492
$236K ﹤0.01%
+8,251
1493
$236K ﹤0.01%
12,636
+96
1494
$235K ﹤0.01%
+9,828
1495
$235K ﹤0.01%
2,305
-151
1496
$233K ﹤0.01%
4,991
-262
1497
$233K ﹤0.01%
29,086
+257
1498
$233K ﹤0.01%
20,696
1499
$232K ﹤0.01%
+7,149
1500
$232K ﹤0.01%
+9,309
58 59
60
61 62