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
1251
$676K ﹤0.01%
5,022
+133
1252
$675K ﹤0.01%
7,561
+1,197
1253
$675K ﹤0.01%
6,479
-1,272
1254
$673K ﹤0.01%
57,191
+938
1255
$672K ﹤0.01%
24,054
+1,044
1256
$672K ﹤0.01%
13,256
+4,762
1257
$671K ﹤0.01%
16,587
+3,907
1258
$667K ﹤0.01%
6,341
+146
1259
$664K ﹤0.01%
9,904
+4
1260
$664K ﹤0.01%
27,749
+742
1261
$663K ﹤0.01%
+6,344
1262
$662K ﹤0.01%
6,634
+2,179
1263
$662K ﹤0.01%
24,533
+16,058
1264
$657K ﹤0.01%
31,980
+1,057
1265
$656K ﹤0.01%
2,753
-261
1266
$655K ﹤0.01%
26,731
+2,168
1267
$651K ﹤0.01%
3,305
+1,183
1268
$650K ﹤0.01%
3,009
+466
1269
$650K ﹤0.01%
+3,001
1270
$650K ﹤0.01%
52,534
+6,448
1271
$648K ﹤0.01%
1,869
+25
1272
$648K ﹤0.01%
12,455
+749
1273
$646K ﹤0.01%
+23,473
1274
$646K ﹤0.01%
19,662
+1,324
1275
$646K ﹤0.01%
4,609
+27
49 50
51
52 53