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
376
$12.6M 0.01%
138,509
+48
377
$12.6M 0.01%
113,781
-17,197
378
$12.5M 0.01%
144,883
+53,628
379
$12.4M 0.01%
93,902
-2,298
380
$12.4M 0.01%
557,428
-2,992
381
$12.4M 0.01%
246,835
+6,463
382
$12.4M 0.01%
11,793
+2,178
383
$12.3M 0.01%
24,436
+614
384
$12.3M 0.01%
329,685
-7,425
385
$12.2M 0.01%
87,658
-6,917
386
$12.2M 0.01%
143,058
+12,558
387
$12.2M 0.01%
5,957
-70
388
$12.2M 0.01%
27,171
+2,324
389
$12.2M 0.01%
144,050
+86,176
390
$12.1M 0.01%
34,904
-918
391
$12M 0.01%
488,982
-8,704
392
$11.9M 0.01%
72,775
+375
393
$11.8M 0.01%
123,995
+889
394
$11.8M 0.01%
188,637
+5,690
395
$11.8M 0.01%
65,886
+1,041
396
$11.8M 0.01%
98,905
+2,083
397
$11.7M 0.01%
192,057
-6,536
398
$11.5M 0.01%
11,560
+905
399
$11.4M 0.01%
98,961
+14,217
400
$11.4M 0.01%
47,387
-318
14 15
16
17 18