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 | |
|---|---|---|---|---|---|---|
801
Teradyne
TER
$31.4B
| $4.59M | ﹤0.01% |
51,031
+25,398
|
|
||
802
Globe Life
GL
$10.5B
| $4.58M | ﹤0.01% |
36,855
+101
|
|
||
803
Arch Capital
ACGL
$33.3B
| $4.57M | ﹤0.01% |
50,190
+12,503
|
|
||
804
Best Buy
BBY
$15.6B
| $4.57M | ﹤0.01% |
68,004
+4,375
|
|
||
805
State Street SPDR S&P Aerospace & Defense ETF
XAR
$4.45B
| $4.56M | ﹤0.01% |
21,618
-739
|
|
||
806
Federal Signal
FSS
$6.74B
| $4.56M | ﹤0.01% |
42,832
+12,349
|
|
||
807
Hormel Foods
HRL
$13.4B
| $4.55M | ﹤0.01% |
150,370
+54,041
|
|
||
808
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.28B
| $4.54M | ﹤0.01% |
178,508
-6,425
|
|
||
809
Hims & Hers Health
HIMS
$8.92B
| $4.53M | ﹤0.01% |
90,906
+27,289
|
|
||
810
Sanmina
SANM
$8.63B
| $4.53M | ﹤0.01% |
46,265
+11,346
|
|
||
811
Tetra Tech
TTEK
$8.9B
| $4.52M | ﹤0.01% |
125,834
+29,292
|
|
||
812
Invesco Water Resources ETF
PHO
$2.14B
| $4.5M | ﹤0.01% |
64,385
+3,260
|
|
||
813
Rambus
RMBS
$10.9B
| $4.5M | ﹤0.01% |
70,225
+14,605
|
|
||
814
Kellanova
K
$28.9B
| $4.49M | ﹤0.01% |
56,482
+429
|
|
||
815
H&R Block
HRB
$5.32B
| $4.49M | ﹤0.01% |
81,801
-42
|
|
||
816
FTAI Aviation
FTAI
$18.2B
| $4.49M | ﹤0.01% |
39,009
+7,310
|
|
||
817
Fluor
FLR
$7.09B
| $4.49M | ﹤0.01% |
87,523
+38,339
|
|
||
818
PPL Corp
PPL
$25B
| $4.48M | ﹤0.01% |
132,335
+3,684
|
|
||
819
Sun Life Financial
SLF
$32.6B
| $4.48M | ﹤0.01% |
67,462
+7,306
|
|
||
820
Permian Resources
PR
$11.1B
| $4.47M | ﹤0.01% |
327,948
+223,734
|
|
||
821
Main Street Capital
MAIN
$5.44B
| $4.45M | ﹤0.01% |
75,339
-72
|
|
||
822
MKS Inc
MKSI
$10.9B
| $4.44M | ﹤0.01% |
44,693
+10,495
|
|
||
823
GATX Corp
GATX
$5.97B
| $4.43M | ﹤0.01% |
28,831
+2,593
|
|
||
824
Vanguard Utilities ETF
VPU
$7.8B
| $4.41M | ﹤0.01% |
24,998
-770
|
|
||
825
Generac Holdings
GNRC
$9.53B
| $4.4M | ﹤0.01% |
30,755
+1,075
|
|