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
151
$12.9M 0.04%
118,998
-9,606
152
$12.9M 0.04%
99,687
+5,999
153
$12.7M 0.04%
122,589
+49,345
154
$12.6M 0.04%
723,228
+90,840
155
$12.6M 0.04%
65,372
+5,443
156
$12.4M 0.04%
78,577
+200
157
$12.2M 0.04%
77,962
-791
158
$12M 0.04%
434,430
-11,480
159
$12M 0.04%
216,497
+7,489
160
$11.9M 0.04%
162,004
-3,119
161
$11.9M 0.04%
126,684
+951
162
$11.7M 0.04%
184,486
+6,757
163
$11.6M 0.04%
209,690
+3,294
164
$11.6M 0.04%
144,135
+3,129
165
$11.4M 0.04%
41,163
-3,083
166
$11.3M 0.04%
51,297
+5,321
167
$11.1M 0.04%
212,206
+805
168
$11.1M 0.04%
41,133
+228
169
$11M 0.04%
79,263
+3,103
170
$10.9M 0.04%
139,500
-19,502
171
$10.8M 0.04%
91,508
+5,294
172
$10.7M 0.03%
72,449
+304
173
$10.5M 0.03%
132,406
+3,278
174
$10.2M 0.03%
442,263
-2,187
175
$10M 0.03%
98,012
-2,791
5 6
7
8 9