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
1501
$232K ﹤0.01%
2,256
-2,400
1502
$231K ﹤0.01%
4,959
-285
1503
$231K ﹤0.01%
37,975
+27,125
1504
$231K ﹤0.01%
1,813
+33
1505
$231K ﹤0.01%
62,375
-56,455
1506
$230K ﹤0.01%
4,621
+122
1507
$230K ﹤0.01%
6,086
+59
1508
$230K ﹤0.01%
2,793
+100
1509
$230K ﹤0.01%
4,950
+2,393
1510
$230K ﹤0.01%
10,253
1511
$229K ﹤0.01%
6,916
+35
1512
$229K ﹤0.01%
52,034
1513
$228K ﹤0.01%
9,930
+364
1514
$228K ﹤0.01%
1,252
1515
$227K ﹤0.01%
+13,980
1516
$226K ﹤0.01%
10,175
-34,418
1517
$226K ﹤0.01%
+25,979
1518
$226K ﹤0.01%
+1,495
1519
$226K ﹤0.01%
1,852
-20
1520
$225K ﹤0.01%
13,539
-705
1521
$225K ﹤0.01%
18,918
-384
1522
$225K ﹤0.01%
3,448
+18
1523
$225K ﹤0.01%
15,724
1524
$225K ﹤0.01%
+5,494
1525
$225K ﹤0.01%
3,321
+1,084
59 60
61
62 63