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 | |
|---|---|---|---|---|---|---|
1351
Smith & Nephew
SNN
$14.2B
| $1.91M | ﹤0.01% |
62,239
-9,885
|
|
||
1352
Healthcare Realty
HR
$6.12B
| $1.91M | ﹤0.01% |
120,177
+3,911
|
|
||
1353
StoneCo
STNE
$3.85B
| $1.91M | ﹤0.01% |
118,816
+6,154
|
|
||
1354
Revvity
RVTY
$11.4B
| $1.91M | ﹤0.01% |
19,703
+87
|
|
||
1355
Ingredion
INGR
$6.88B
| $1.9M | ﹤0.01% |
14,015
+1,865
|
|
||
1356
iShares MSCI Australia ETF
EWA
$1.35B
| $1.9M | ﹤0.01% |
72,156
+10,852
|
|
||
1357
Glaukos
GKOS
$6.23B
| $1.9M | ﹤0.01% |
18,368
+4,105
|
|
||
1358
AeroVironment
AVAV
$13.9B
| $1.9M | ﹤0.01% |
6,653
+3,647
|
|
||
1359
Solventum
SOLV
$14.8B
| $1.89M | ﹤0.01% |
24,970
-1,534
|
|
||
1360
Royalty Pharma
RPRX
$17B
| $1.89M | ﹤0.01% |
52,553
+9,718
|
|
||
1361
Essex Property Trust
ESS
$16.4B
| $1.89M | ﹤0.01% |
6,681
-96
|
|
||
1362
Dimensional US Real Estate ETF
DFAR
$1.41B
| $1.89M | ﹤0.01% |
80,504
-135
|
|
||
1363
TD Synnex
SNX
$12.6B
| $1.89M | ﹤0.01% |
13,893
+2,222
|
|
||
1364
Lantheus
LNTH
$4.2B
| $1.88M | ﹤0.01% |
23,027
-8,751
|
|
||
1365
VanEck Retail ETF
RTH
$257M
| $1.88M | ﹤0.01% |
7,897
-56
|
|
||
1366
Natera
NTRA
$33.8B
| $1.88M | ﹤0.01% |
11,146
+2,521
|
|
||
1367
ICF International
ICFI
$1.57B
| $1.88M | ﹤0.01% |
22,200
+15,110
|
|
||
1368
Masimo
MASI
$7.61B
| $1.88M | ﹤0.01% |
11,170
-48
|
|
||
1369
WD-40
WDFC
$2.58B
| $1.88M | ﹤0.01% |
8,237
+1,775
|
|
||
1370
Fidelity D&D Bancorp
FDBC
$250M
| $1.88M | ﹤0.01% |
40,798
-7
|
|
||
1371
Equity Lifestyle Properties
ELS
$12B
| $1.88M | ﹤0.01% |
30,420
+19,977
|
|
||
1372
CF Industries
CF
$12.1B
| $1.87M | ﹤0.01% |
20,374
+1,139
|
|
||
1373
First Merchants
FRME
$2.16B
| $1.87M | ﹤0.01% |
48,932
+6,478
|
|
||
1374
Celsius Holdings
CELH
$10.8B
| $1.87M | ﹤0.01% |
40,389
+4,958
|
|
||
1375
CNX Resources
CNX
$5.51B
| $1.87M | ﹤0.01% |
55,609
+6,680
|
|