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
1551
$951K ﹤0.01%
11,004
-173
1552
$951K ﹤0.01%
67,393
-2,473
1553
$949K ﹤0.01%
24,588
-7,315
1554
$948K ﹤0.01%
63,554
+4,711
1555
$946K ﹤0.01%
3,567
+865
1556
$946K ﹤0.01%
40,220
+2,213
1557
$945K ﹤0.01%
9,655
+2,498
1558
$944K ﹤0.01%
26,121
+13,170
1559
$944K ﹤0.01%
11,929
+5,053
1560
$942K ﹤0.01%
3,714
+52
1561
$942K ﹤0.01%
18,779
+1,160
1562
$941K ﹤0.01%
95,262
+19,800
1563
$939K ﹤0.01%
5,447
-4,393
1564
$938K ﹤0.01%
11,268
+364
1565
$937K ﹤0.01%
2,179
-418
1566
$937K ﹤0.01%
2,287
+1,631
1567
$936K ﹤0.01%
12,645
-39
1568
$930K ﹤0.01%
23,004
-2,419
1569
$929K ﹤0.01%
19,778
-28,740
1570
$928K ﹤0.01%
28,001
+9,008
1571
$926K ﹤0.01%
31,076
+4,045
1572
$926K ﹤0.01%
23,138
-3,031
1573
$924K ﹤0.01%
8,061
-332
1574
$923K ﹤0.01%
68,047
+13,017
1575
$923K ﹤0.01%
7,985
+4,289
61 62
63
64 65