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
1251
$1.48M ﹤0.01%
22,366
+1,307
1252
$1.48M ﹤0.01%
10,521
-219
1253
$1.48M ﹤0.01%
58,110
+392
1254
$1.47M ﹤0.01%
35,909
+9,695
1255
$1.47M ﹤0.01%
133,351
+14,133
1256
$1.47M ﹤0.01%
46,408
1257
$1.47M ﹤0.01%
14,435
-2
1258
$1.47M ﹤0.01%
7,404
+2,628
1259
$1.47M ﹤0.01%
138,033
-34,904
1260
$1.47M ﹤0.01%
34,617
+5,340
1261
$1.46M ﹤0.01%
3,822
+949
1262
$1.46M ﹤0.01%
53,876
+11,006
1263
$1.45M ﹤0.01%
13,341
+2,375
1264
$1.44M ﹤0.01%
7,052
+4,616
1265
$1.43M ﹤0.01%
55,090
+17,248
1266
$1.43M ﹤0.01%
6,913
+1,767
1267
$1.43M ﹤0.01%
47,930
+2,572
1268
$1.43M ﹤0.01%
34,590
+13,663
1269
$1.43M ﹤0.01%
7,178
+3,604
1270
$1.43M ﹤0.01%
37,402
+15,489
1271
$1.43M ﹤0.01%
6,264
+597
1272
$1.42M ﹤0.01%
50,629
+17,264
1273
$1.41M ﹤0.01%
20,827
+1,679
1274
$1.41M ﹤0.01%
29,900
-1,252
1275
$1.41M ﹤0.01%
3,935
+322
49 50
51
52 53