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
$16.4B
AUM Growth
+$713M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,884
New
Increased
Reduced
Closed

Top Buys

1
+$78.7M
2
+$78.7M
3
+$71.1M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$56.4M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$50.6M

Top Sells

1
+$29.5M
2
+$22.3M
3
+$10.7M
4
VB icon
Vanguard Small-Cap ETF
VB
+$10.4M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$9.41M

Sector Composition

1 Financials 5.41%
2 Energy 5.14%
3 Technology 3.44%
4 Healthcare 2.5%
5 Communication Services 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1776
$112K ﹤0.01%
5,309
+21
1777
$112K ﹤0.01%
4,199
-135
1778
$112K ﹤0.01%
11,399
1779
$112K ﹤0.01%
25,233
1780
$112K ﹤0.01%
6,374
-990
1781
$112K ﹤0.01%
2,551
+471
1782
$111K ﹤0.01%
1,356
+97
1783
$111K ﹤0.01%
1,138
+197
1784
$111K ﹤0.01%
3,226
+187
1785
$111K ﹤0.01%
11,579
-6,121
1786
$110K ﹤0.01%
4,865
-830
1787
$110K ﹤0.01%
8,782
+357
1788
$110K ﹤0.01%
9,708
+6,983
1789
$110K ﹤0.01%
7,034
-906
1790
$110K ﹤0.01%
4,044
+358
1791
$109K ﹤0.01%
1,765
+289
1792
$109K ﹤0.01%
5,389
+2,279
1793
$109K ﹤0.01%
10,047
+2,544
1794
$109K ﹤0.01%
9,383
+811
1795
$109K ﹤0.01%
8,398
+2,130
1796
$109K ﹤0.01%
12,521
+2,598
1797
$108K ﹤0.01%
3,400
+3,200
1798
$108K ﹤0.01%
2,041
+399
1799
$108K ﹤0.01%
12,275
+280
1800
$108K ﹤0.01%
4,410
+607
70 71
72
73 74