Creative Planning Portfolio holdings
AUM
$131B
1-Year Est. Return
14.18%
1 Year Est. Return
+14.18%
AUM
$131B
AUM Growth
+$13.8B
(+12%)
Holding
3,923
Top Buys
| 1 | +$747M | |
| 2 | +$562M | |
| 3 | +$436M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$338M |
| 5 |
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$280M |
Top Sells
| 1 | +$239M | |
| 2 | +$60.6M | |
| 3 | +$48.2M | |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
+$40.5M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$38.2M |
Sector Composition
| 1 | Technology | 8.26% |
| 2 | Financials | 3.77% |
| 3 | Consumer Discretionary | 2.12% |
| 4 | Communication Services | 1.89% |
| 5 | Healthcare | 1.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
776
iShares Global REIT ETF
REET
$3.98B
| $5.95M | ﹤0.01% |
232,844
-12,397
|
|
||
777
Alaska Air
ALK
$5.76B
| $5.94M | ﹤0.01% |
119,393
+13,175
|
|
||
778
Huntington Bancshares
HBAN
$26.6B
| $5.92M | ﹤0.01% |
342,698
-14,896
|
|
||
779
Guidewire Software
GWRE
$17.9B
| $5.89M | ﹤0.01% |
25,640
+5,118
|
|
||
780
Knife River
KNF
$4.23B
| $5.89M | ﹤0.01% |
76,571
-253
|
|
||
781
Selective Insurance
SIGI
$4.68B
| $5.88M | ﹤0.01% |
72,587
+15,696
|
|
||
782
DT Midstream
DTM
$12.4B
| $5.86M | ﹤0.01% |
51,859
+8,078
|
|
||
783
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$4.72B
| $5.86M | ﹤0.01% |
64,745
+553
|
|
||
|
XYZ
784
Block Inc
XYZ
$37.1B
| $5.85M | ﹤0.01% |
81,006
+2,478
|
|
||
785
iShares Semiconductor ETF
SOXX
$17.4B
| $5.84M | ﹤0.01% |
21,537
+2,305
|
|
||
786
Invesco S&P MidCap 400 GARP ETF
GRPM
$504M
| $5.84M | ﹤0.01% |
48,376
-5,378
|
|
||
787
Clorox
CLX
$12.8B
| $5.8M | ﹤0.01% |
47,066
+13,889
|
|
||
788
Cameco
CCJ
$39.7B
| $5.77M | ﹤0.01% |
68,793
+4,909
|
|
||
789
Coeur Mining
CDE
$10.2B
| $5.76M | ﹤0.01% |
307,078
+119,566
|
|
||
790
Sterling Infrastructure
STRL
$9.99B
| $5.73M | ﹤0.01% |
16,863
+6,550
|
|
||
791
Zacks Earnings Consistent Portfolio ETF
ZECP
$281M
| $5.73M | ﹤0.01% |
170,319
-241,729
|
|
||
792
Gartner
IT
$16.6B
| $5.72M | ﹤0.01% |
21,778
+9,136
|
|
||
793
Maximus
MMS
$4.61B
| $5.69M | ﹤0.01% |
62,324
+24,742
|
|
||
794
argenx
ARGX
$55.5B
| $5.69M | ﹤0.01% |
7,717
+1,624
|
|
||
795
CRH
CRH
$80B
| $5.69M | ﹤0.01% |
47,464
+9,330
|
|
||
796
OGE Energy
OGE
$8.94B
| $5.69M | ﹤0.01% |
122,916
+1,125
|
|
||
797
Check Point Software Technologies
CHKP
$20.7B
| $5.69M | ﹤0.01% |
27,484
+10
|
|
||
798
Murphy Oil
MUR
$4.67B
| $5.69M | ﹤0.01% |
200,142
+43,057
|
|
||
799
FirstCash
FCFS
$6.79B
| $5.68M | ﹤0.01% |
35,845
+9,014
|
|
||
800
Arch Capital
ACGL
$33.3B
| $5.67M | ﹤0.01% |
62,546
+12,356
|
|