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
1976
$83K ﹤0.01%
1,371
+1,017
1977
$83K ﹤0.01%
+9,000
1978
$82K ﹤0.01%
3,282
+3,006
1979
$82K ﹤0.01%
1,121
1980
$82K ﹤0.01%
685
+542
1981
$82K ﹤0.01%
9,000
-5,348
1982
$82K ﹤0.01%
13,328
+4,688
1983
$82K ﹤0.01%
6,115
+978
1984
$82K ﹤0.01%
12
+6
1985
$82K ﹤0.01%
3,057
-79
1986
$82K ﹤0.01%
3,947
-976
1987
$81K ﹤0.01%
1,924
-1,032
1988
$81K ﹤0.01%
18,960
-19,050
1989
$81K ﹤0.01%
4,074
-615
1990
$81K ﹤0.01%
10,324
1991
$81K ﹤0.01%
3,300
-400
1992
$80K ﹤0.01%
2,187
+2,067
1993
$80K ﹤0.01%
859
-1
1994
$80K ﹤0.01%
4,200
1995
$80K ﹤0.01%
5,726
1996
$80K ﹤0.01%
6,795
+3,613
1997
$80K ﹤0.01%
127
+17
1998
$80K ﹤0.01%
5,225
+200
1999
$80K ﹤0.01%
1,470
-86
2000
$80K ﹤0.01%
1,290
78 79
80
81 82