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
1776
$44K ﹤0.01%
10,011
-10,000
1777
$43K ﹤0.01%
+3
1778
$42K ﹤0.01%
50,073
1779
$40K ﹤0.01%
23,013
+1,500
1780
$40K ﹤0.01%
13,402
1781
$39K ﹤0.01%
15,100
1782
– –
0
1783
$37K ﹤0.01%
15,650
1784
$37K ﹤0.01%
2,000
1785
$36K ﹤0.01%
10,000
-1,325
1786
$36K ﹤0.01%
10,000
1787
$35K ﹤0.01%
1,419
1788
$35K ﹤0.01%
10,850
+3,400
1789
$34K ﹤0.01%
1,683
1790
$34K ﹤0.01%
1,247
1791
$34K ﹤0.01%
26,500
+500
1792
$33K ﹤0.01%
25,400
-200
1793
$32K ﹤0.01%
+30,076
1794
$32K ﹤0.01%
13,124
-1,173
1795
$31K ﹤0.01%
1,362
1796
$30K ﹤0.01%
13,448
-3,000
1797
$30K ﹤0.01%
629
1798
$29K ﹤0.01%
49,475
-68,200
1799
$29K ﹤0.01%
+10,100
1800
$29K ﹤0.01%
23,997
-147
70 71
72
73 74