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
976
$2.36M ﹤0.01%
67,445
+389
977
$2.35M ﹤0.01%
10,530
-2,324
978
$2.35M ﹤0.01%
33,261
+524
979
$2.34M ﹤0.01%
11,607
+2,823
980
$2.34M ﹤0.01%
6,351
+118
981
$2.34M ﹤0.01%
21,673
+3,252
982
$2.34M ﹤0.01%
19,941
+5,705
983
$2.33M ﹤0.01%
65,847
+6,726
984
$2.32M ﹤0.01%
45,518
-1,615
985
$2.31M ﹤0.01%
73,384
-859
986
$2.3M ﹤0.01%
77,519
+16,834
987
$2.3M ﹤0.01%
126,633
+23,981
988
$2.3M ﹤0.01%
323,628
+24,565
989
$2.3M ﹤0.01%
23,947
+3,362
990
$2.3M ﹤0.01%
115,395
+6,902
991
$2.29M ﹤0.01%
51,508
+16,076
992
$2.28M ﹤0.01%
115,476
-487
993
$2.28M ﹤0.01%
25,716
+2,272
994
$2.28M ﹤0.01%
234,004
+112,879
995
$2.27M ﹤0.01%
113,165
+7,782
996
$2.27M ﹤0.01%
28,201
+2,631
997
$2.27M ﹤0.01%
88,793
+15,637
998
$2.26M ﹤0.01%
8,035
+756
999
$2.26M ﹤0.01%
49,996
-1,533
1000
$2.26M ﹤0.01%
10,370
+314
38 39
40
41 42