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
1726
$84K ﹤0.01%
10,139
1727
$84K ﹤0.01%
11,867
+400
1728
$84K ﹤0.01%
16,181
+1,000
1729
$83K ﹤0.01%
+11,292
1730
$82K ﹤0.01%
33,700
1731
$80K ﹤0.01%
24,496
-12,798
1732
$80K ﹤0.01%
15,844
+3,349
1733
$78K ﹤0.01%
61,492
1734
$76K ﹤0.01%
+10,940
1735
$76K ﹤0.01%
+13,088
1736
$73K ﹤0.01%
13,943
1737
$72K ﹤0.01%
48
1738
$72K ﹤0.01%
13,835
+2,400
1739
$71K ﹤0.01%
12,897
+1,558
1740
$71K ﹤0.01%
6,047
-6,278
1741
$70K ﹤0.01%
66,415
+10,410
1742
$68K ﹤0.01%
11,561
+917
1743
$68K ﹤0.01%
10,908
1744
$67K ﹤0.01%
216
1745
$66K ﹤0.01%
14,383
-929
1746
$65K ﹤0.01%
16,562
-474
1747
$64K ﹤0.01%
89,450
1748
$64K ﹤0.01%
65,449
+1,410
1749
$63K ﹤0.01%
1,400
-400
1750
$62K ﹤0.01%
54,921
68 69
70
71 72