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
1626
$176K ﹤0.01%
12,356
1627
$176K ﹤0.01%
12,700
1628
$174K ﹤0.01%
23,428
-234
1629
$173K ﹤0.01%
34,390
1630
$171K ﹤0.01%
15,873
1631
$171K ﹤0.01%
+10,882
1632
$170K ﹤0.01%
10,000
1633
$170K ﹤0.01%
12,885
-4,620
1634
$168K ﹤0.01%
19,518
1635
$166K ﹤0.01%
12,833
+1,853
1636
$166K ﹤0.01%
62,896
+10,465
1637
$166K ﹤0.01%
+10,090
1638
$166K ﹤0.01%
706
-32
1639
$165K ﹤0.01%
10,980
+200
1640
$165K ﹤0.01%
+13,048
1641
$165K ﹤0.01%
15,470
+1,570
1642
$165K ﹤0.01%
72,544
+12,757
1643
$162K ﹤0.01%
12,627
-17,780
1644
$160K ﹤0.01%
+10,997
1645
$159K ﹤0.01%
35,626
1646
$158K ﹤0.01%
3,630
1647
$158K ﹤0.01%
10,063
-3,545
1648
$157K ﹤0.01%
16,612
+17
1649
$156K ﹤0.01%
12,048
-2,565
1650
$156K ﹤0.01%
+167
64 65
66
67 68