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
1451
$1.09M ﹤0.01%
4,147
+572
1452
$1.09M ﹤0.01%
53,441
+21,440
1453
$1.09M ﹤0.01%
20,743
+7,533
1454
$1.09M ﹤0.01%
18,890
+2,418
1455
$1.08M ﹤0.01%
38,175
-2,687
1456
$1.08M ﹤0.01%
6,051
+159
1457
$1.08M ﹤0.01%
5,024
-323
1458
$1.08M ﹤0.01%
11,279
+631
1459
$1.08M ﹤0.01%
10,616
+521
1460
$1.08M ﹤0.01%
23,455
+4,794
1461
$1.07M ﹤0.01%
2,457
-144
1462
$1.07M ﹤0.01%
16,955
+1,202
1463
$1.07M ﹤0.01%
13,833
+766
1464
$1.07M ﹤0.01%
11,924
+6,052
1465
$1.06M ﹤0.01%
7,680
-1
1466
$1.06M ﹤0.01%
20,046
-987
1467
$1.06M ﹤0.01%
13,473
-81
1468
$1.06M ﹤0.01%
29,553
+14,452
1469
$1.06M ﹤0.01%
22,168
+30
1470
$1.06M ﹤0.01%
19,998
+2,664
1471
$1.06M ﹤0.01%
55,516
+12
1472
$1.05M ﹤0.01%
12,771
+3,473
1473
$1.05M ﹤0.01%
21,592
-2,024
1474
$1.05M ﹤0.01%
7,557
-143
1475
$1.05M ﹤0.01%
18,038
+13,526
57 58
59
60 61