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 | |
|---|---|---|---|---|---|---|
1276
Werner Enterprises
WERN
$1.77B
| $2.09M | ﹤0.01% |
76,426
+13,782
|
|
||
1277
JPMorgan Ultra-Short Income ETF
JPST
$35.3B
| $2.08M | ﹤0.01% |
41,124
-36,446
|
|
||
1278
Gold Fields
GFI
$37.8B
| $2.08M | ﹤0.01% |
87,841
+9,801
|
|
||
1279
Synchrony
SYF
$28.9B
| $2.08M | ﹤0.01% |
31,103
-2,533
|
|
||
1280
Chart Industries
GTLS
$9.22B
| $2.07M | ﹤0.01% |
12,579
-318
|
|
||
1281
Fortive
FTV
$17.1B
| $2.07M | ﹤0.01% |
39,681
-5,458
|
|
||
1282
Euronet Worldwide
EEFT
$3.14B
| $2.07M | ﹤0.01% |
20,400
+512
|
|
||
1283
Amcor
AMCR
$19.2B
| $2.06M | ﹤0.01% |
224,585
+101,751
|
|
||
1284
Janus Henderson
JHG
$6.91B
| $2.06M | ﹤0.01% |
53,133
+5,432
|
|
||
1285
Omega Healthcare
OHI
$13.5B
| $2.06M | ﹤0.01% |
56,254
+8,460
|
|
||
1286
Great Southern Bancorp
GSBC
$691M
| $2.06M | ﹤0.01% |
35,073
+12,906
|
|
||
1287
J&J Snack Foods
JJSF
$1.76B
| $2.05M | ﹤0.01% |
18,083
+11,289
|
|
||
1288
Terex
TEX
$3.27B
| $2.05M | ﹤0.01% |
43,853
+15,779
|
|
||
1289
Pool Corp
POOL
$8.92B
| $2.05M | ﹤0.01% |
7,020
+647
|
|
||
1290
Chord Energy
CHRD
$5.55B
| $2.04M | ﹤0.01% |
21,111
+5,754
|
|
||
1291
Rollins
ROL
$29.5B
| $2.04M | ﹤0.01% |
36,205
+11,130
|
|
||
1292
Qorvo
QRVO
$8.31B
| $2.04M | ﹤0.01% |
24,027
+1,369
|
|
||
1293
iShares Global Clean Energy ETF
ICLN
$1.94B
| $2.04M | ﹤0.01% |
155,362
-22,023
|
|
||
1294
StoneX
SNEX
$4.88B
| $2.04M | ﹤0.01% |
22,335
+5,838
|
|
||
1295
Asbury Automotive
ABG
$4.64B
| $2.04M | ﹤0.01% |
8,533
+1,989
|
|
||
1296
John B. Sanfilippo & Son
JBSS
$839M
| $2.03M | ﹤0.01% |
+32,148
|
|
||
1297
abrdn Physical Gold Shares ETF
SGOL
$7.1B
| $2.03M | ﹤0.01% |
64,456
+3,036
|
|
||
1298
Vodafone
VOD
$29.6B
| $2.03M | ﹤0.01% |
190,371
+12,918
|
|
||
1299
Meritage Homes
MTH
$5.09B
| $2.03M | ﹤0.01% |
30,300
-2,561
|
|
||
1300
SM Energy
SM
$2.3B
| $2.03M | ﹤0.01% |
81,990
+20,497
|
|