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
$16.4B
AUM Growth
+$713M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,884
New
Increased
Reduced
Closed

Top Buys

1
+$78.7M
2
+$78.7M
3
+$71.1M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$56.4M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$50.6M

Top Sells

1
+$29.5M
2
+$22.3M
3
+$10.7M
4
VB icon
Vanguard Small-Cap ETF
VB
+$10.4M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$9.41M

Sector Composition

1 Financials 5.41%
2 Energy 5.14%
3 Technology 3.44%
4 Healthcare 2.5%
5 Communication Services 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1651
$134K ﹤0.01%
9,712
-4,130
1652
$134K ﹤0.01%
6,530
+1,605
1653
$134K ﹤0.01%
5,873
+51
1654
$134K ﹤0.01%
2,484
+1,022
1655
$134K ﹤0.01%
3,372
+3,159
1656
$134K ﹤0.01%
2,857
-1,030
1657
$133K ﹤0.01%
14,010
-1,780
1658
$133K ﹤0.01%
17,534
-1,799
1659
$133K ﹤0.01%
4,325
+150
1660
$133K ﹤0.01%
4,698
+340
1661
$133K ﹤0.01%
1,391
+168
1662
$133K ﹤0.01%
2,806
-24
1663
$132K ﹤0.01%
9,000
-6,196
1664
$132K ﹤0.01%
4,759
-189
1665
$132K ﹤0.01%
4,161
+55
1666
$131K ﹤0.01%
8,648
-10
1667
$131K ﹤0.01%
7,330
+700
1668
$131K ﹤0.01%
1,336
+1,304
1669
$131K ﹤0.01%
2,722
-45
1670
$131K ﹤0.01%
10,000
-6,000
1671
$131K ﹤0.01%
15,200
-57,800
1672
$131K ﹤0.01%
6,303
+250
1673
$131K ﹤0.01%
3,912
-100
1674
$131K ﹤0.01%
61,760
-4,500
1675
$130K ﹤0.01%
4,181
-188
65 66
67
68 69