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
1326
$1.29M ﹤0.01%
6,560
+1,055
1327
$1.29M ﹤0.01%
25,680
-2,107
1328
$1.29M ﹤0.01%
27,755
+20
1329
$1.28M ﹤0.01%
9,491
+3,439
1330
$1.28M ﹤0.01%
3,348
-3
1331
$1.28M ﹤0.01%
22,547
+3,873
1332
$1.28M ﹤0.01%
17,748
-37,910
1333
$1.28M ﹤0.01%
108,077
+33,942
1334
$1.27M ﹤0.01%
33,244
+1,203
1335
$1.27M ﹤0.01%
36,201
+9,133
1336
$1.27M ﹤0.01%
4,866
+645
1337
$1.27M ﹤0.01%
17,037
-3,650
1338
$1.27M ﹤0.01%
64,238
+4,875
1339
$1.27M ﹤0.01%
47,694
+1,604
1340
$1.27M ﹤0.01%
10,200
+2,682
1341
$1.26M ﹤0.01%
7,586
+1,635
1342
$1.26M ﹤0.01%
7,947
+1,941
1343
$1.25M ﹤0.01%
28,886
+2,226
1344
$1.25M ﹤0.01%
13,218
+3,672
1345
$1.25M ﹤0.01%
234,026
+104,707
1346
$1.25M ﹤0.01%
11,946
+6,755
1347
$1.25M ﹤0.01%
23,666
+7,939
1348
$1.25M ﹤0.01%
10,894
-41
1349
$1.25M ﹤0.01%
7,600
-697
1350
$1.24M ﹤0.01%
33,489
+6,689
52 53
54
55 56