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
1826
$12K ﹤0.01%
509
-27
1827
$12K ﹤0.01%
597
-335
1828
$12K ﹤0.01%
27,900
1829
$12K ﹤0.01%
5
1830
$12K ﹤0.01%
13,334
+1,000
1831
$12K ﹤0.01%
10,500
-1,200
1832
$11K ﹤0.01%
2,085
1833
$10K ﹤0.01%
12,260
1834
$10K ﹤0.01%
10,200
1835
$9K ﹤0.01%
15,550
-10,000
1836
$9K ﹤0.01%
12,000
1837
$9K ﹤0.01%
923
+250
1838
$8K ﹤0.01%
10,232
-5,000
1839
$7K ﹤0.01%
110
1840
$6K ﹤0.01%
+608
1841
$6K ﹤0.01%
1,667
1842
$5K ﹤0.01%
3
1843
$5K ﹤0.01%
10,000
1844
$4K ﹤0.01%
+10,000
1845
$4K ﹤0.01%
17,762
1846
$3K ﹤0.01%
+13,006
1847
$2K ﹤0.01%
+3
1848
$2K ﹤0.01%
+81
1849
– –
0
1850
– –
-50,508
72 73
74
75 76