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
551
$6.72M 0.01%
7,273
+1,455
552
$6.72M 0.01%
186,104
+1,632
553
$6.67M 0.01%
44,910
+2,498
554
$6.64M 0.01%
22,262
+1,562
555
$6.61M 0.01%
79,062
+336
556
$6.6M 0.01%
31,469
-6,110
557
$6.6M 0.01%
29,303
-9
558
$6.59M 0.01%
112,519
+15,862
559
$6.57M 0.01%
32,421
-628
560
$6.5M 0.01%
195,624
-4,485
561
$6.48M 0.01%
74,117
-2,686
562
$6.48M 0.01%
43,783
+6,546
563
$6.46M 0.01%
11,090
+1,499
564
$6.44M 0.01%
86,681
+75,290
565
$6.42M 0.01%
97,540
-3,051
566
$6.4M 0.01%
464,849
-58,238
567
$6.4M 0.01%
167,633
-7,930
568
$6.34M 0.01%
42,019
+1,237
569
$6.32M 0.01%
31,447
+2,360
570
$6.28M 0.01%
73,934
-4,784
571
$6.27M 0.01%
15,678
-785
572
$6.22M 0.01%
13,221
+2,262
573
$6.19M 0.01%
607,686
+49,529
574
$6.16M 0.01%
59,611
+808
575
$6.12M 0.01%
138,247
+8,097
21 22
23
24 25