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
451
$9.39M 0.01%
395,342
+11,320
452
$9.39M 0.01%
251,732
+2,775
453
$9.38M 0.01%
38,229
+963
454
$9.36M 0.01%
116,549
+719
455
$9.34M 0.01%
505,355
-5,006
456
$9.31M 0.01%
18,391
-317
457
$9.31M 0.01%
160,020
+4,210
458
$9.3M 0.01%
79,105
+2,237
459
$9.19M 0.01%
46,289
-18,980
460
$9.18M 0.01%
63,823
+27,140
461
$9.18M 0.01%
93,547
+781
462
$9.16M 0.01%
147,498
-5,445
463
$9.14M 0.01%
83,200
+4,266
464
$9.13M 0.01%
144,251
+12,879
465
$9.11M 0.01%
412,376
+20,468
466
$9.09M 0.01%
199,046
+17,983
467
$9.05M 0.01%
64,476
+517
468
$9.03M 0.01%
69,127
+8,964
469
$9.02M 0.01%
59,913
+1,442
470
$9.01M 0.01%
68,278
+872
471
$8.93M 0.01%
400,866
+83,648
472
$8.81M 0.01%
70,442
-62,482
473
$8.76M 0.01%
36,509
-89
474
$8.76M 0.01%
5,584
+549
475
$8.73M 0.01%
890
-2
17 18
19
20 21