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
$101B
AUM Growth
+$7.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,290
New
Increased
Reduced
Closed

Top Buys

1
+$544M
2
+$282M
3
+$189M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$149M
5
NVDA icon
NVIDIA
NVDA
+$119M

Top Sells

1
+$181M
2
+$121M
3
+$66.6M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$36M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$33.2M

Sector Composition

1 Technology 6.32%
2 Financials 3.12%
3 Consumer Discretionary 1.83%
4 Healthcare 1.8%
5 Industrials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2826
$202K ﹤0.01%
15,840
-2,272
2827
$202K ﹤0.01%
1,677
-6,400
2828
$202K ﹤0.01%
+4,765
2829
$201K ﹤0.01%
+1,681
2830
$201K ﹤0.01%
11,993
+2
2831
$201K ﹤0.01%
44,200
-3,959
2832
$201K ﹤0.01%
+6,831
2833
$201K ﹤0.01%
+2,135
2834
$201K ﹤0.01%
+2,260
2835
$201K ﹤0.01%
3,150
-363
2836
$201K ﹤0.01%
10,754
-207
2837
$200K ﹤0.01%
19,636
+1,196
2838
$200K ﹤0.01%
+2,623
2839
$199K ﹤0.01%
+10,475
2840
$198K ﹤0.01%
15,826
+1,181
2841
$198K ﹤0.01%
+11,278
2842
$197K ﹤0.01%
21,335
-810
2843
$196K ﹤0.01%
30,716
+2,617
2844
$196K ﹤0.01%
28,803
-2,189
2845
$194K ﹤0.01%
43,974
+2,642
2846
$193K ﹤0.01%
+11,454
2847
$193K ﹤0.01%
40,148
+9,433
2848
$192K ﹤0.01%
+56,154
2849
$192K ﹤0.01%
15,685
+5,073
2850
$191K ﹤0.01%
52,004
-500
112 113
114
115 116