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
$66.5B
AUM Growth
+$8.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,527
New
Increased
Reduced
Closed

Top Buys

1
+$335M
2
+$307M
3
+$282M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$278M
5
BND icon
Vanguard Total Bond Market
BND
+$217M

Top Sells

1
+$75.7M
2
+$58.8M
3
+$20.7M
4
MDRX
Veradigm Inc. Common Stock
MDRX
+$19.6M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$18.5M

Sector Composition

1 Technology 4.02%
2 Financials 2.97%
3 Healthcare 1.72%
4 Consumer Discretionary 1.4%
5 Consumer Staples 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1176
$751K ﹤0.01%
15,283
+4,133
1177
$750K ﹤0.01%
20,766
+3,089
1178
$749K ﹤0.01%
9,114
-51
1179
$749K ﹤0.01%
17,692
1180
$747K ﹤0.01%
7,918
+1,936
1181
$746K ﹤0.01%
16,363
+390
1182
$746K ﹤0.01%
44,205
+6,085
1183
$746K ﹤0.01%
15,411
-465
1184
$743K ﹤0.01%
8,201
-67
1185
$743K ﹤0.01%
+19,047
1186
$742K ﹤0.01%
29,140
-578
1187
$741K ﹤0.01%
30,297
+14,678
1188
$740K ﹤0.01%
7,300
+131
1189
$738K ﹤0.01%
122,859
+4,464
1190
$736K ﹤0.01%
15,774
-2,106
1191
$735K ﹤0.01%
9,422
+6,534
1192
$734K ﹤0.01%
12,403
+1,509
1193
$731K ﹤0.01%
6,356
+1,345
1194
$731K ﹤0.01%
18,259
+6,292
1195
$728K ﹤0.01%
14,087
+8,016
1196
$728K ﹤0.01%
2,571
-247
1197
$727K ﹤0.01%
30,289
-4,500
1198
$726K ﹤0.01%
31,563
+2,423
1199
$726K ﹤0.01%
6,922
+1,101
1200
$724K ﹤0.01%
15,421
+4,887
46 47
48
49 50