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
1601
$199K ﹤0.01%
+17,335
1602
$198K ﹤0.01%
54,336
-1,795
1603
$198K ﹤0.01%
+11,435
1604
$198K ﹤0.01%
25,549
+2,411
1605
$197K ﹤0.01%
26,366
1606
$197K ﹤0.01%
68,989
1607
$196K ﹤0.01%
23,130
-2,800
1608
$196K ﹤0.01%
+10,580
1609
$195K ﹤0.01%
19,547
-5,112
1610
$194K ﹤0.01%
14,316
1611
$194K ﹤0.01%
34,085
+6,000
1612
$193K ﹤0.01%
14,000
1613
$193K ﹤0.01%
+18,172
1614
$192K ﹤0.01%
17,550
1615
$192K ﹤0.01%
24,555
+206
1616
$190K ﹤0.01%
5,817
1617
$187K ﹤0.01%
20,242
+2,405
1618
$186K ﹤0.01%
12,294
1619
$184K ﹤0.01%
91,328
+58,584
1620
$183K ﹤0.01%
2,825
-70
1621
$182K ﹤0.01%
3,420
+14
1622
$182K ﹤0.01%
12,652
-3,140
1623
$179K ﹤0.01%
14,285
1624
$178K ﹤0.01%
11,717
-1,398
1625
$177K ﹤0.01%
91,700
+2,149
63 64
65
66 67