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
2326
$52K ﹤0.01%
2,628
2327
$52K ﹤0.01%
10,000
+5,000
2328
$52K ﹤0.01%
4,986
+36
2329
$52K ﹤0.01%
5,534
+1,029
2330
$51K ﹤0.01%
4,200
2331
$51K ﹤0.01%
1,242
2332
$51K ﹤0.01%
2,000
2333
$51K ﹤0.01%
984
+260
2334
$51K ﹤0.01%
4,292
+298
2335
$51K ﹤0.01%
3,235
2336
$51K ﹤0.01%
772
2337
$51K ﹤0.01%
1,474
+975
2338
$51K ﹤0.01%
4,131
-2,235
2339
$51K ﹤0.01%
953
-474
2340
$51K ﹤0.01%
1,918
2341
$51K ﹤0.01%
7,400
2342
$51K ﹤0.01%
964
2343
$51K ﹤0.01%
1,830
+890
2344
$50K ﹤0.01%
3,267
2345
$50K ﹤0.01%
973
-225
2346
$50K ﹤0.01%
2,400
+2,000
2347
$50K ﹤0.01%
1,409
-731
2348
$50K ﹤0.01%
9,128
+44
2349
$50K ﹤0.01%
1,370
-187
2350
$50K ﹤0.01%
8,345
+160
92 93
94
95 96