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
1651
$845K ﹤0.01%
18,803
-10,683
1652
$845K ﹤0.01%
6,580
+2,491
1653
$844K ﹤0.01%
26,089
+2,968
1654
$843K ﹤0.01%
11,208
-12,286
1655
$842K ﹤0.01%
12,433
-237
1656
$842K ﹤0.01%
+4,908
1657
$841K ﹤0.01%
17,956
+1,535
1658
$840K ﹤0.01%
172,889
-254
1659
$840K ﹤0.01%
53,240
+5,192
1660
$835K ﹤0.01%
112,805
+38,024
1661
$834K ﹤0.01%
16,040
1662
$832K ﹤0.01%
26,898
+9,003
1663
$831K ﹤0.01%
22,354
+4,021
1664
$831K ﹤0.01%
19,824
+1,362
1665
$830K ﹤0.01%
14,719
+8,687
1666
$829K ﹤0.01%
35,384
+9,094
1667
$829K ﹤0.01%
36,708
+21,291
1668
$827K ﹤0.01%
46,871
+32,176
1669
$827K ﹤0.01%
18,907
+4,336
1670
$825K ﹤0.01%
28,159
+3,315
1671
$824K ﹤0.01%
+16,677
1672
$824K ﹤0.01%
20,006
+2,357
1673
$824K ﹤0.01%
30,765
+6,278
1674
$823K ﹤0.01%
67,600
+600
1675
$821K ﹤0.01%
13,862
+2,907
65 66
67
68 69