Creative Planning Portfolio holdings
AUM
$131B
1-Year Est. Return
14.18%
1 Year Est. Return
+14.18%
AUM
$117B
AUM Growth
+$10.7B
(+10%)
Holding
3,738
Top Buys
| 1 | +$527M | |
| 2 | +$466M | |
| 3 | +$313M | |
| 4 |
Avantis US Small Cap Value ETF
AVUV
|
+$306M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$247M |
Top Sells
| 1 | +$358M | |
| 2 | +$136M | |
| 3 | +$89.1M | |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$81.6M |
| 5 |
JPMorgan BetaBuilders US Equity ETF
BBUS
|
+$76.8M |
Sector Composition
| 1 | Technology | 7.01% |
| 2 | Financials | 3.7% |
| 3 | Consumer Discretionary | 1.92% |
| 4 | Communication Services | 1.73% |
| 5 | Healthcare | 1.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
526
Robinhood
HOOD
$119B
| $9.38M | 0.01% |
100,214
+17,795
|
|
||
527
Nuveen ESG Small-Cap ETF
NUSC
$1.27B
| $9.36M | 0.01% |
229,861
+11,972
|
|
||
528
Amplify Cybersecurity ETF
HACK
$2.22B
| $9.36M | 0.01% |
108,397
-9,976
|
|
||
529
Comfort Systems
FIX
$35.3B
| $9.34M | 0.01% |
17,422
+2,365
|
|
||
530
Jabil
JBL
$23.5B
| $9.28M | 0.01% |
42,560
-1,867
|
|
||
531
iShares MSCI ACWI ex US ETF
ACWX
$7.42B
| $9.28M | 0.01% |
152,243
+19,221
|
|
||
532
iShares Core MSCI Total International Stock ETF
IXUS
$51.3B
| $9.26M | 0.01% |
119,802
+1,785
|
|
||
533
Equifax
EFX
$25.9B
| $9.23M | 0.01% |
35,600
+557
|
|
||
534
Apollo Global Management
APO
$80.2B
| $9.22M | 0.01% |
65,014
+3,293
|
|
||
535
Nu Holdings
NU
$80.9B
| $9.21M | 0.01% |
671,485
+274,534
|
|
||
536
Rio Tinto
RIO
$119B
| $9.18M | 0.01% |
157,322
+65,592
|
|
||
537
Newmont
NEM
$98B
| $9.07M | 0.01% |
155,637
+21,508
|
|
||
538
Tractor Supply
TSCO
$28.6B
| $9.05M | 0.01% |
171,520
+1,456
|
|
||
539
Ross Stores
ROST
$57.8B
| $9.04M | 0.01% |
70,884
+5,540
|
|
||
540
Take-Two Interactive
TTWO
$45.8B
| $9.03M | 0.01% |
37,184
+4,146
|
|
||
541
iShares MSCI India ETF
INDA
$9.49B
| $9.03M | 0.01% |
162,108
+62,471
|
|
||
542
ON Semiconductor
ON
$22B
| $9.01M | 0.01% |
171,910
+134,381
|
|
||
543
Ameren
AEE
$27B
| $8.95M | 0.01% |
93,215
-2,997
|
|
||
544
Invesco S&P 500 Low Volatility ETF
SPLV
$7.45B
| $8.95M | 0.01% |
122,860
-7,624
|
|
||
545
Reddit
RDDT
$44.4B
| $8.9M | 0.01% |
59,102
+204
|
|
||
546
Banco Bilbao Vizcaya Argentaria
BBVA
$125B
| $8.83M | 0.01% |
574,230
+36,365
|
|
||
547
Atlassian
TEAM
$41.9B
| $8.81M | 0.01% |
43,402
+29,783
|
|
||
548
BHP
BHP
$149B
| $8.78M | 0.01% |
182,602
+22,683
|
|
||
549
UBS Group
UBS
$127B
| $8.76M | 0.01% |
259,110
-39,316
|
|
||
550
Broadstone Net Lease
BNL
$3.3B
| $8.74M | 0.01% |
544,696
+3,104
|
|