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
2026
$77K ﹤0.01%
4,498
+1,210
2027
$77K ﹤0.01%
4,717
+497
2028
$77K ﹤0.01%
880
2029
$77K ﹤0.01%
2,118
-275
2030
$77K ﹤0.01%
2,121
+162
2031
$77K ﹤0.01%
4,319
-2,306
2032
$77K ﹤0.01%
2,407
2033
$76K ﹤0.01%
10,282
2034
$76K ﹤0.01%
1,484
+541
2035
$76K ﹤0.01%
15,355
+9,151
2036
$76K ﹤0.01%
2,201
-252
2037
$76K ﹤0.01%
1,069
-35
2038
$76K ﹤0.01%
7,041
2039
$75K ﹤0.01%
63
-24
2040
$75K ﹤0.01%
5,100
2041
$75K ﹤0.01%
5,855
-515
2042
$75K ﹤0.01%
35,850
+5,688
2043
$75K ﹤0.01%
24,126
+416
2044
$74K ﹤0.01%
4,000
2045
$74K ﹤0.01%
3,822
+361
2046
$74K ﹤0.01%
1,136
-99
2047
$74K ﹤0.01%
2,586
2048
$74K ﹤0.01%
720
-537
2049
$74K ﹤0.01%
1,941
+500
2050
$74K ﹤0.01%
4,565
+1,352
80 81
82
83 84