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
$66.5B
AUM Growth
+$8.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,527
New
Increased
Reduced
Closed

Top Buys

1
+$335M
2
+$307M
3
+$282M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$278M
5
BND icon
Vanguard Total Bond Market
BND
+$217M

Top Sells

1
+$75.7M
2
+$58.8M
3
+$20.7M
4
MDRX
Veradigm Inc. Common Stock
MDRX
+$19.6M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$18.5M

Sector Composition

1 Technology 4.02%
2 Financials 2.97%
3 Healthcare 1.72%
4 Consumer Discretionary 1.4%
5 Consumer Staples 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$5.33M 0.01%
76,326
-6,678
477
$5.3M 0.01%
78,853
+337
478
$5.29M 0.01%
105,322
+28,944
479
$5.28M 0.01%
357,143
-21,005
480
$5.27M 0.01%
133,163
+59,418
481
$5.27M 0.01%
73,991
+5,045
482
$5.25M 0.01%
284,174
+18,927
483
$5.24M 0.01%
18,009
+1,824
484
$5.21M 0.01%
44,889
-14,560
485
$5.19M 0.01%
43,639
+2,401
486
$5.18M 0.01%
2,568
+97
487
$5.17M 0.01%
32,721
-392
488
$5.15M 0.01%
117,372
-563
489
$5.14M 0.01%
57,573
+20,769
490
$5.12M 0.01%
54,562
-623
491
$5.01M 0.01%
16,103
+1,384
492
$5M 0.01%
95,967
+88,559
493
$4.98M 0.01%
33,195
-961
494
$4.98M 0.01%
16,582
+4,684
495
$4.94M 0.01%
28,349
+6,109
496
$4.94M 0.01%
29,376
+596
497
$4.93M 0.01%
254,580
+87,745
498
$4.89M 0.01%
34,470
+4,376
499
$4.83M 0.01%
107,400
+25,665
500
$4.8M 0.01%
110,919
+10,818
18 19
20
21 22