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
1751
$754K ﹤0.01%
3,993
-292
1752
$752K ﹤0.01%
19,641
-3,136
1753
$751K ﹤0.01%
29,432
1754
$750K ﹤0.01%
12,901
+1,028
1755
$748K ﹤0.01%
8,684
-4
1756
$747K ﹤0.01%
9,293
-1,335
1757
$747K ﹤0.01%
38,043
+6,049
1758
$747K ﹤0.01%
6,872
-452
1759
$746K ﹤0.01%
13,704
-103
1760
$745K ﹤0.01%
13,261
+272
1761
$745K ﹤0.01%
7,988
1762
$745K ﹤0.01%
118,418
-14,359
1763
$744K ﹤0.01%
59,019
+10,258
1764
$743K ﹤0.01%
9,144
+192
1765
$742K ﹤0.01%
6,734
-340
1766
$740K ﹤0.01%
5,833
+904
1767
$740K ﹤0.01%
32,709
-310
1768
$738K ﹤0.01%
45,226
-150
1769
$738K ﹤0.01%
22,228
+328
1770
$737K ﹤0.01%
2,785
+585
1771
$737K ﹤0.01%
26,779
1772
$737K ﹤0.01%
115,987
-1,488
1773
$736K ﹤0.01%
65,321
+45,218
1774
$734K ﹤0.01%
2,540
+155
1775
$733K ﹤0.01%
11,907
+3,472
69 70
71
72 73