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
1726
$774K ﹤0.01%
17,529
+6,272
1727
$774K ﹤0.01%
41,625
+1,411
1728
$773K ﹤0.01%
21,662
+2,510
1729
$772K ﹤0.01%
+31,264
1730
$772K ﹤0.01%
18,516
+7,209
1731
$772K ﹤0.01%
42,815
+1,863
1732
$771K ﹤0.01%
8,267
-20
1733
$770K ﹤0.01%
6,251
1734
$767K ﹤0.01%
10,249
+2,641
1735
$766K ﹤0.01%
6,185
+1,139
1736
$765K ﹤0.01%
114,721
+10,404
1737
$764K ﹤0.01%
19,167
+4,233
1738
$763K ﹤0.01%
3,814
+938
1739
$763K ﹤0.01%
4,742
-74
1740
$763K ﹤0.01%
15,781
+7,615
1741
$763K ﹤0.01%
19,507
+1,142
1742
$762K ﹤0.01%
25,391
+15,328
1743
$762K ﹤0.01%
5,123
+1,259
1744
$762K ﹤0.01%
28,635
+18,486
1745
$761K ﹤0.01%
8,655
+452
1746
$761K ﹤0.01%
3,147
+308
1747
$761K ﹤0.01%
72,796
+8,528
1748
$759K ﹤0.01%
15,776
-3,642
1749
$756K ﹤0.01%
42,115
+16,949
1750
$754K ﹤0.01%
4,652
+1,151
68 69
70
71 72