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
1526
$224K ﹤0.01%
3,750
1527
$224K ﹤0.01%
+3,533
1528
$224K ﹤0.01%
24,663
+8,823
1529
$224K ﹤0.01%
+2,600
1530
$224K ﹤0.01%
+3,344
1531
$223K ﹤0.01%
3,068
-156
1532
$223K ﹤0.01%
+3,830
1533
$222K ﹤0.01%
9,552
+612
1534
$222K ﹤0.01%
131,129
1535
$222K ﹤0.01%
18,700
1536
$222K ﹤0.01%
11,100
1537
$222K ﹤0.01%
14,343
1538
$221K ﹤0.01%
954
-51
1539
$220K ﹤0.01%
18,386
-417
1540
$220K ﹤0.01%
9,710
+1,192
1541
$220K ﹤0.01%
+2,666
1542
$220K ﹤0.01%
1,198
-719
1543
$219K ﹤0.01%
6,111
+93
1544
$219K ﹤0.01%
15,128
+859
1545
$218K ﹤0.01%
6,483
+31
1546
$218K ﹤0.01%
10,000
1547
$218K ﹤0.01%
11,136
-41
1548
$217K ﹤0.01%
5,541
-2,611
1549
$217K ﹤0.01%
5,738
-1,082
1550
$217K ﹤0.01%
+3,766
60 61
62
63 64