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
1676
$127K ﹤0.01%
11,843
1677
$126K ﹤0.01%
50,001
1678
$125K ﹤0.01%
6,225
1679
$124K ﹤0.01%
57,531
1680
$124K ﹤0.01%
31,858
-1,000
1681
$124K ﹤0.01%
18,160
+3,025
1682
$123K ﹤0.01%
+2,490
1683
$122K ﹤0.01%
11,692
+34
1684
$117K ﹤0.01%
234
-3
1685
$116K ﹤0.01%
4,632
-1,000
1686
$115K ﹤0.01%
10,471
1687
$114K ﹤0.01%
2,100
+100
1688
$114K ﹤0.01%
13,560
-4
1689
$113K ﹤0.01%
18,047
-2,300
1690
$112K ﹤0.01%
7,716
1691
$112K ﹤0.01%
+224
1692
$111K ﹤0.01%
63,028
+2,125
1693
$110K ﹤0.01%
17,000
1694
$109K ﹤0.01%
20,817
+1,458
1695
$109K ﹤0.01%
12,006
-500
1696
$108K ﹤0.01%
+10,214
1697
$108K ﹤0.01%
5,000
1698
$108K ﹤0.01%
10,568
-510
1699
$107K ﹤0.01%
10,936
1700
$105K ﹤0.01%
56,647
66 67
68
69 70