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
1876
$97K ﹤0.01%
4,018
+1,654
1877
$97K ﹤0.01%
4,516
+3,081
1878
$97K ﹤0.01%
2,306
-1,577
1879
$97K ﹤0.01%
343
-218
1880
$97K ﹤0.01%
3,206
+1,506
1881
$96K ﹤0.01%
1,081
+47
1882
$96K ﹤0.01%
10,386
-500
1883
$96K ﹤0.01%
1,127
-95
1884
$96K ﹤0.01%
7,295
-53,395
1885
$96K ﹤0.01%
1,054
+753
1886
$95K ﹤0.01%
11,473
-600
1887
$95K ﹤0.01%
+3,082
1888
$95K ﹤0.01%
13,981
+1,648
1889
$95K ﹤0.01%
14,335
+4,000
1890
$95K ﹤0.01%
5,700
1891
$95K ﹤0.01%
1,993
+1,047
1892
$95K ﹤0.01%
1,587
-47
1893
$95K ﹤0.01%
18
1894
$95K ﹤0.01%
2,456
+6
1895
$95K ﹤0.01%
49,000
-700
1896
$94K ﹤0.01%
5,000
1897
$94K ﹤0.01%
3,922
+2,054
1898
$94K ﹤0.01%
1,775
+154
1899
$94K ﹤0.01%
709
-1,082
1900
$94K ﹤0.01%
6,000
74 75
76
77 78