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
1801
$28K ﹤0.01%
3,335
1802
$27K ﹤0.01%
+5,344
1803
$27K ﹤0.01%
12,566
+53
1804
$27K ﹤0.01%
27,742
-7,000
1805
$27K ﹤0.01%
3,304
-117
1806
$27K ﹤0.01%
1,102
1807
$26K ﹤0.01%
10,169
1808
$26K ﹤0.01%
673
1809
$26K ﹤0.01%
20,000
1810
$24K ﹤0.01%
24,241
+8,266
1811
$24K ﹤0.01%
1,102
1812
$23K ﹤0.01%
+620
1813
$23K ﹤0.01%
2,692
1814
$23K ﹤0.01%
21,081
1815
$23K ﹤0.01%
13,000
1816
$20K ﹤0.01%
16,714
1817
$19K ﹤0.01%
+3,133
1818
$19K ﹤0.01%
+750
1819
$18K ﹤0.01%
10,222
-730
1820
$16K ﹤0.01%
3,165
+1,071
1821
$15K ﹤0.01%
660
1822
$14K ﹤0.01%
+2,082
1823
$14K ﹤0.01%
5
1824
$13K ﹤0.01%
15,000
1825
$13K ﹤0.01%
2,773
71 72
73
74 75