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
1751
$61K ﹤0.01%
16,052
+316
1752
$60K ﹤0.01%
19,500
+2,650
1753
$57K ﹤0.01%
15,832
1754
$57K ﹤0.01%
+20,733
1755
$55K ﹤0.01%
2,447
-1,180
1756
$55K ﹤0.01%
2,404
1757
$55K ﹤0.01%
700
-6
1758
$54K ﹤0.01%
17,681
+5,565
1759
$53K ﹤0.01%
63,067
+21
1760
$53K ﹤0.01%
+15
1761
$52K ﹤0.01%
23,324
1762
$52K ﹤0.01%
10,000
1763
$51K ﹤0.01%
10,000
1764
$50K ﹤0.01%
+11,792
1765
$50K ﹤0.01%
16,400
+4,500
1766
$48K ﹤0.01%
1
1767
$48K ﹤0.01%
14,932
1768
$48K ﹤0.01%
700
1769
$47K ﹤0.01%
+2,600
1770
$47K ﹤0.01%
+10,228
1771
$46K ﹤0.01%
13,390
+1,000
1772
$45K ﹤0.01%
1,901
1773
$45K ﹤0.01%
10,340
1774
$45K ﹤0.01%
13,500
1775
$45K ﹤0.01%
20,800
-5,000
69 70
71
72 73