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
476
$8.67M 0.01%
202,466
-31,540
477
$8.67M 0.01%
2,674,688
+527,850
478
$8.63M 0.01%
211,100
+7,854
479
$8.61M 0.01%
4,429
+445
480
$8.6M 0.01%
112,236
+605
481
$8.59M 0.01%
66,907
+3,893
482
$8.58M 0.01%
42,827
+839
483
$8.56M 0.01%
208,476
+2,245
484
$8.54M 0.01%
95,695
+4,710
485
$8.53M 0.01%
126,863
+2,367
486
$8.53M 0.01%
79,925
+2,575
487
$8.49M 0.01%
15,767
-117
488
$8.45M 0.01%
87,508
+39,593
489
$8.4M 0.01%
44,031
+6,709
490
$8.39M 0.01%
68,530
+2,713
491
$8.36M 0.01%
145,947
+1,592
492
$8.34M 0.01%
5,846
+222
493
$8.31M 0.01%
169,149
+1,155
494
$8.3M 0.01%
522,560
+84,950
495
$8.29M 0.01%
264,188
+41,759
496
$8.29M 0.01%
278,196
+8,472
497
$8.27M 0.01%
139,002
+42,854
498
$8.23M 0.01%
14,783
-3
499
$8.19M 0.01%
139,342
+1,784
500
$8.19M 0.01%
149,934
-4,778
18 19
20
21 22