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
2151
$66K ﹤0.01%
704
-25
2152
$66K ﹤0.01%
3,472
-724
2153
$65K ﹤0.01%
1,042
+577
2154
$65K ﹤0.01%
56
+46
2155
$65K ﹤0.01%
4,750
+1,500
2156
$65K ﹤0.01%
2,347
+238
2157
$65K ﹤0.01%
3,374
-791
2158
$65K ﹤0.01%
1,200
2159
$65K ﹤0.01%
1,813
+539
2160
$65K ﹤0.01%
579
+329
2161
$65K ﹤0.01%
2,145
-10
2162
$64K ﹤0.01%
+1,000
2163
$64K ﹤0.01%
5,940
+534
2164
$64K ﹤0.01%
1,000
2165
$64K ﹤0.01%
3,255
-2,154
2166
$64K ﹤0.01%
1,226
+526
2167
$64K ﹤0.01%
1,299
+29
2168
$64K ﹤0.01%
3,890
+359
2169
$64K ﹤0.01%
1,223
-1,126
2170
$64K ﹤0.01%
2,925
-1,073
2171
$64K ﹤0.01%
1,122
+184
2172
$63K ﹤0.01%
1,202
2173
$63K ﹤0.01%
1,079
+118
2174
$63K ﹤0.01%
465
2175
$63K ﹤0.01%
13,502
+4,220
85 86
87
88 89