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 | |
|---|---|---|---|---|---|---|
576
Workday
WDAY
$57.8B
| $8.22M | 0.01% |
34,252
-6,013
|
|
||
577
ResMed
RMD
$37.4B
| $8.18M | 0.01% |
31,705
+1,765
|
|
||
578
Grayscale Bitcoin Trust
GBTC
$35.7B
| $8.16M | 0.01% |
96,247
+7,844
|
|
||
579
Ferrari
RACE
$69.7B
| $8.16M | 0.01% |
16,636
+1,799
|
|
||
580
Pacer Trendpilot US Large Cap ETF
PTLC
$3.44B
| $8.14M | 0.01% |
160,322
+11,089
|
|
||
581
Targa Resources
TRGP
$38.8B
| $8.1M | 0.01% |
46,507
-6,492
|
|
||
582
Graco
GGG
$13.8B
| $8.08M | 0.01% |
93,946
+419
|
|
||
583
Airbnb
ABNB
$75.4B
| $8.06M | 0.01% |
60,890
-6,424
|
|
||
584
Flex
FLEX
$23.1B
| $8.02M | 0.01% |
160,619
+15,256
|
|
||
585
Sea Limited
SE
$79.3B
| $7.98M | 0.01% |
49,893
+963
|
|
||
586
Equinix
EQIX
$72.8B
| $7.96M | 0.01% |
10,007
+608
|
|
||
587
First Trust Technology AlphaDEX Fund
FXL
$1.46B
| $7.96M | 0.01% |
50,563
-49,205
|
|
||
588
HCI Group
HCI
$2.21B
| $7.94M | 0.01% |
52,191
+139
|
|
||
589
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.9B
| $7.94M | 0.01% |
65,417
-133
|
|
||
590
BP
BP
$91.5B
| $7.9M | 0.01% |
264,026
-17,558
|
|
||
591
EQT Corp
EQT
$37.9B
| $7.89M | 0.01% |
135,288
+1,860
|
|
||
592
Monster Beverage
MNST
$72B
| $7.88M | 0.01% |
125,784
+29,968
|
|
||
593
Ingersoll Rand
IR
$31.6B
| $7.86M | 0.01% |
94,490
+10,057
|
|
||
594
Agnico Eagle Mines
AEM
$84.8B
| $7.8M | 0.01% |
65,545
+8,907
|
|
||
595
Brown & Brown
BRO
$26.8B
| $7.78M | 0.01% |
70,198
+3,433
|
|
||
596
Vertiv
VRT
$72.3B
| $7.77M | 0.01% |
60,540
+4,584
|
|
||
597
Verisk Analytics
VRSK
$30.8B
| $7.69M | 0.01% |
24,697
+3,182
|
|
||
598
M&T Bank
MTB
$30B
| $7.69M | 0.01% |
39,622
+1,667
|
|
||
599
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.8B
| $7.68M | 0.01% |
144,179
+12,306
|
|
||
600
American International
AIG
$41.6B
| $7.66M | 0.01% |
89,516
+11,782
|
|