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
1551
$217K ﹤0.01%
3,952
+115
1552
$216K ﹤0.01%
+8,331
1553
$216K ﹤0.01%
4,033
-784
1554
$215K ﹤0.01%
12,500
1555
$215K ﹤0.01%
+13,197
1556
$215K ﹤0.01%
137,691
-42,738
1557
$215K ﹤0.01%
1,044
-25
1558
$214K ﹤0.01%
+6,020
1559
$214K ﹤0.01%
1,968
-752
1560
$214K ﹤0.01%
9,348
-468
1561
$214K ﹤0.01%
+6,710
1562
$214K ﹤0.01%
8,033
+1,174
1563
$214K ﹤0.01%
1,572
+96
1564
$213K ﹤0.01%
+2,794
1565
$212K ﹤0.01%
169,815
-97,397
1566
$212K ﹤0.01%
13,395
-535
1567
$211K ﹤0.01%
5,214
1568
$211K ﹤0.01%
+3,687
1569
$211K ﹤0.01%
4,638
+75
1570
$211K ﹤0.01%
2,331
-4,777
1571
$211K ﹤0.01%
1,246
-286
1572
$211K ﹤0.01%
+4,471
1573
$210K ﹤0.01%
594
1574
$210K ﹤0.01%
5,196
+24
1575
$210K ﹤0.01%
6,495
+495
61 62
63
64 65