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
1651
$155K ﹤0.01%
33,641
-8,045
1652
$155K ﹤0.01%
18,221
+1,546
1653
$155K ﹤0.01%
10,645
1654
$154K ﹤0.01%
12,994
-4,000
1655
$152K ﹤0.01%
+12,454
1656
$151K ﹤0.01%
11,093
1657
$150K ﹤0.01%
3,333
1658
$150K ﹤0.01%
24,470
+10,453
1659
$150K ﹤0.01%
+14,405
1660
$149K ﹤0.01%
10,850
-2,000
1661
$148K ﹤0.01%
10,220
+100
1662
$148K ﹤0.01%
12,912
-100
1663
$146K ﹤0.01%
10,422
-38
1664
$145K ﹤0.01%
18,126
1665
$144K ﹤0.01%
17,325
-40
1666
$140K ﹤0.01%
105,181
-13,850
1667
$140K ﹤0.01%
10,225
1668
$138K ﹤0.01%
4,546
+36
1669
$137K ﹤0.01%
6,058
-203
1670
$136K ﹤0.01%
54,600
-495
1671
$135K ﹤0.01%
23,943
1672
$134K ﹤0.01%
30,350
1673
$132K ﹤0.01%
10,000
-750
1674
$131K ﹤0.01%
16,433
-2,518
1675
$130K ﹤0.01%
11,788
+1
65 66
67
68 69