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
1326
$592K ﹤0.01%
4,268
+574
1327
$592K ﹤0.01%
11,515
+1,846
1328
$591K ﹤0.01%
52,020
-393
1329
$591K ﹤0.01%
45,817
+23
1330
$590K ﹤0.01%
51,164
-1,549
1331
$588K ﹤0.01%
19,946
+942
1332
$588K ﹤0.01%
11,437
+1,201
1333
$588K ﹤0.01%
16,084
+2,177
1334
$587K ﹤0.01%
11,512
-911
1335
$586K ﹤0.01%
8,585
-606
1336
$584K ﹤0.01%
5,375
+2
1337
$584K ﹤0.01%
8,883
+3
1338
$583K ﹤0.01%
12,881
+2,480
1339
$583K ﹤0.01%
3,723
+346
1340
$582K ﹤0.01%
11,320
+1,528
1341
$582K ﹤0.01%
12,792
+1,422
1342
$580K ﹤0.01%
9,945
+1,781
1343
$579K ﹤0.01%
16,849
+833
1344
$578K ﹤0.01%
2,080
+1,000
1345
$578K ﹤0.01%
31,522
-2,685
1346
$578K ﹤0.01%
33,766
-527
1347
$577K ﹤0.01%
21,000
1348
$577K ﹤0.01%
8,599
+985
1349
$576K ﹤0.01%
17,675
+3,145
1350
$574K ﹤0.01%
15,496
+5,356
52 53
54
55 56