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
1701
$102K ﹤0.01%
11,800
1702
$102K ﹤0.01%
20,000
1703
$101K ﹤0.01%
10,862
-1,656
1704
$101K ﹤0.01%
10,477
+3,430
1705
$101K ﹤0.01%
19,900
1706
$100K ﹤0.01%
449
1707
$99K ﹤0.01%
15,706
+77
1708
$98K ﹤0.01%
17,875
+1,066
1709
$98K ﹤0.01%
11,465
1710
$98K ﹤0.01%
7,094
-325
1711
$98K ﹤0.01%
29,457
+11,805
1712
$96K ﹤0.01%
7,790
-1,687
1713
$94K ﹤0.01%
24,068
-8,165
1714
$94K ﹤0.01%
40,000
1715
$93K ﹤0.01%
44,681
1716
$93K ﹤0.01%
16,874
1717
$92K ﹤0.01%
11,457
-1,778
1718
$91K ﹤0.01%
502
1719
$90K ﹤0.01%
+10,000
1720
$87K ﹤0.01%
13,114
-1,886
1721
$86K ﹤0.01%
694
1722
$86K ﹤0.01%
27,172
+2,018
1723
$85K ﹤0.01%
15,200
1724
$85K ﹤0.01%
16,143
1725
$84K ﹤0.01%
+15,750
67 68
69
70 71