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
$66.5B
AUM Growth
+$8.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,527
New
Increased
Reduced
Closed

Top Buys

1
+$335M
2
+$307M
3
+$282M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$278M
5
BND icon
Vanguard Total Bond Market
BND
+$217M

Top Sells

1
+$75.7M
2
+$58.8M
3
+$20.7M
4
MDRX
Veradigm Inc. Common Stock
MDRX
+$19.6M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$18.5M

Sector Composition

1 Technology 4.02%
2 Financials 2.97%
3 Healthcare 1.72%
4 Consumer Discretionary 1.4%
5 Consumer Staples 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1751
$283K ﹤0.01%
1,284
+108
1752
$282K ﹤0.01%
3,868
-1,253
1753
$282K ﹤0.01%
+4,504
1754
$282K ﹤0.01%
20,148
+488
1755
$281K ﹤0.01%
1,075
+233
1756
$281K ﹤0.01%
6,269
+1,049
1757
$280K ﹤0.01%
58,527
+23,742
1758
$280K ﹤0.01%
+8,659
1759
$280K ﹤0.01%
+5,788
1760
$279K ﹤0.01%
+5,957
1761
$279K ﹤0.01%
4,408
-728
1762
$278K ﹤0.01%
9,813
1763
$278K ﹤0.01%
+12,491
1764
$278K ﹤0.01%
7,429
-545
1765
$278K ﹤0.01%
+7,036
1766
$277K ﹤0.01%
+4,300
1767
$277K ﹤0.01%
8,073
-622
1768
$276K ﹤0.01%
6,722
-1,693
1769
$275K ﹤0.01%
+16,817
1770
$275K ﹤0.01%
+9,569
1771
$274K ﹤0.01%
+4,824
1772
$273K ﹤0.01%
8,276
+42
1773
$273K ﹤0.01%
4,825
-579
1774
$272K ﹤0.01%
+5,144
1775
$271K ﹤0.01%
4,660
-245
69 70
71
72 73