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
3151
$17.5K ﹤0.01%
25,000
3152
$16.4K ﹤0.01%
18,985
+5,000
3153
$16K ﹤0.01%
13,676
3154
$15K ﹤0.01%
15,125
+2,871
3155
$14.4K ﹤0.01%
24,910
3156
$14.2K ﹤0.01%
150,746
+117,151
3157
$13.7K ﹤0.01%
18,718
3158
$13.4K ﹤0.01%
+1,072
3159
$13.2K ﹤0.01%
16,000
+6,000
3160
$13.2K ﹤0.01%
354
-1
3161
$12.5K ﹤0.01%
+10,000
3162
$12.1K ﹤0.01%
+1,168
3163
$12.1K ﹤0.01%
1,739
-15
3164
$11.1K ﹤0.01%
1,438
-80
3165
$11K ﹤0.01%
100,000
3166
$11K ﹤0.01%
14,155
+500
3167
$9.31K ﹤0.01%
+10,009
3168
$9.3K ﹤0.01%
10,000
3169
$9K ﹤0.01%
+10,330
3170
$8.82K ﹤0.01%
1,229
3171
$8.78K ﹤0.01%
17,011
-100
3172
$7.11K ﹤0.01%
168
3173
$6.96K ﹤0.01%
325
-2
3174
$4.72K ﹤0.01%
+1,333
3175
$4.43K ﹤0.01%
13,358
125 126
127
128 129