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
1376
$1.21M ﹤0.01%
17,980
+506
1377
$1.21M ﹤0.01%
8,596
+1,302
1378
$1.21M ﹤0.01%
27,528
+10,751
1379
$1.21M ﹤0.01%
11,012
+1,254
1380
$1.21M ﹤0.01%
197,992
+23,896
1381
$1.21M ﹤0.01%
47,679
+19,802
1382
$1.21M ﹤0.01%
54,259
-7,886
1383
$1.21M ﹤0.01%
20,373
-423
1384
$1.2M ﹤0.01%
48,064
+14,256
1385
$1.2M ﹤0.01%
31,568
+3,044
1386
$1.2M ﹤0.01%
6,118
1387
$1.2M ﹤0.01%
12,098
+266
1388
$1.2M ﹤0.01%
30,590
+4,976
1389
$1.2M ﹤0.01%
36,735
+5,470
1390
$1.19M ﹤0.01%
152,030
-318
1391
$1.19M ﹤0.01%
38,149
+20,546
1392
$1.19M ﹤0.01%
12,484
+777
1393
$1.19M ﹤0.01%
76,863
-5,882
1394
$1.19M ﹤0.01%
51,130
+1,740
1395
$1.19M ﹤0.01%
9,527
-212
1396
$1.18M ﹤0.01%
16,188
-3,423
1397
$1.18M ﹤0.01%
26,132
+10,792
1398
$1.18M ﹤0.01%
17,562
+1,630
1399
$1.18M ﹤0.01%
11,278
+3,436
1400
$1.18M ﹤0.01%
9,077
+1,650
54 55
56
57 58