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
176
$9.97M 0.03%
101,290
-1,952
177
$9.92M 0.03%
86,264
-4,799
178
$9.87M 0.03%
157,768
+255
179
$9.65M 0.03%
94,105
+4,284
180
$9.56M 0.03%
167,055
181
$9.55M 0.03%
178,984
+809
182
$9.48M 0.03%
116,944
+5,617
183
$9.43M 0.03%
58,401
+1,624
184
$9.41M 0.03%
63,306
-253
185
$9.41M 0.03%
625,605
+9,608
186
$9.38M 0.03%
1,023,588
+52,655
187
$9.36M 0.03%
203,205
-4,659
188
$9.35M 0.03%
30,827
+11,047
189
$9.35M 0.03%
168,990
-20,445
190
$9.25M 0.03%
166,445
+44,473
191
$9.24M 0.03%
138,142
-11,557
192
$9.16M 0.03%
4,667
-1,499
193
$9.06M 0.03%
76,053
+5,410
194
$8.92M 0.03%
46,276
+65
195
$8.88M 0.03%
152,400
+819
196
$8.87M 0.03%
180,350
-54,484
197
$8.73M 0.03%
98,153
-39
198
$8.69M 0.03%
35,221
+1,854
199
$8.67M 0.03%
228,179
-13,590
200
$8.63M 0.03%
151,485
-8,145
6 7
8
9 10