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
1576
$210K ﹤0.01%
7,122
+809
1577
$210K ﹤0.01%
4,087
-43
1578
$209K ﹤0.01%
6,107
+566
1579
$209K ﹤0.01%
+3,328
1580
$208K ﹤0.01%
8,957
-4,026
1581
$208K ﹤0.01%
20,712
+3,200
1582
$207K ﹤0.01%
+6,723
1583
$207K ﹤0.01%
+8,145
1584
$207K ﹤0.01%
19,531
-3,291
1585
$205K ﹤0.01%
+12,820
1586
$204K ﹤0.01%
+8,223
1587
$203K ﹤0.01%
6,273
-1,368
1588
$203K ﹤0.01%
+5,634
1589
$203K ﹤0.01%
+15,730
1590
$203K ﹤0.01%
+2,226
1591
$203K ﹤0.01%
2,686
-187
1592
$203K ﹤0.01%
+4,612
1593
$203K ﹤0.01%
5,434
-802
1594
$202K ﹤0.01%
+8,400
1595
$202K ﹤0.01%
19,026
1596
$202K ﹤0.01%
10,113
-300
1597
$201K ﹤0.01%
40,154
+44
1598
$201K ﹤0.01%
1,837
-100
1599
$201K ﹤0.01%
12,000
1600
$201K ﹤0.01%
205,182
-22,210
62 63
64
65 66