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
1426
$1.13M ﹤0.01%
28,905
+19,376
1427
$1.13M ﹤0.01%
98,569
+19,492
1428
$1.13M ﹤0.01%
53,385
-22,356
1429
$1.13M ﹤0.01%
2,237
+69
1430
$1.13M ﹤0.01%
6,193
+2,287
1431
$1.13M ﹤0.01%
6,337
-146
1432
$1.13M ﹤0.01%
2,629
+1,493
1433
$1.12M ﹤0.01%
152,998
+28,126
1434
$1.12M ﹤0.01%
10,158
-503
1435
$1.12M ﹤0.01%
64,461
-7,975
1436
$1.11M ﹤0.01%
9,012
+453
1437
$1.11M ﹤0.01%
6,494
+2,335
1438
$1.11M ﹤0.01%
37,349
+5,552
1439
$1.11M ﹤0.01%
10,919
+7,356
1440
$1.11M ﹤0.01%
22,552
+6,199
1441
$1.11M ﹤0.01%
44,348
-1,604
1442
$1.1M ﹤0.01%
6,567
+223
1443
$1.1M ﹤0.01%
44,073
+1,496
1444
$1.1M ﹤0.01%
36,526
+6,835
1445
$1.1M ﹤0.01%
54,947
+18,800
1446
$1.1M ﹤0.01%
14,343
+33
1447
$1.1M ﹤0.01%
59,045
-9,163
1448
$1.09M ﹤0.01%
55,927
+9,302
1449
$1.09M ﹤0.01%
23,806
+10,319
1450
$1.09M ﹤0.01%
46,421
+2,500
56 57
58
59 60