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
2276
$55K ﹤0.01%
777
-23
2277
$55K ﹤0.01%
1,210
+263
2278
$55K ﹤0.01%
11,195
-5,900
2279
$55K ﹤0.01%
1,542
-13,032
2280
$55K ﹤0.01%
786
+14
2281
$55K ﹤0.01%
1,461
2282
$55K ﹤0.01%
2,660
+760
2283
$55K ﹤0.01%
4,000
2284
$55K ﹤0.01%
2,903
2285
$55K ﹤0.01%
4,884
2286
$55K ﹤0.01%
571
2287
$55K ﹤0.01%
5,500
-130
2288
$54K ﹤0.01%
2,850
-5,009
2289
$54K ﹤0.01%
1,170
2290
$54K ﹤0.01%
9,190
+1,093
2291
$54K ﹤0.01%
12,401
-17,654
2292
$54K ﹤0.01%
1,357
2293
$54K ﹤0.01%
689
-150
2294
$54K ﹤0.01%
2,643
+785
2295
$54K ﹤0.01%
685
-1,070
2296
$54K ﹤0.01%
10,592
2297
$54K ﹤0.01%
2,303
+415
2298
$54K ﹤0.01%
2,335
+46
2299
$54K ﹤0.01%
380
+47
2300
$54K ﹤0.01%
6,970
-900
90 91
92
93 94