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
1976
$212K ﹤0.01%
+6,662
1977
$211K ﹤0.01%
+5,924
1978
$211K ﹤0.01%
772
+9
1979
$211K ﹤0.01%
8,687
+963
1980
$211K ﹤0.01%
6,141
-417
1981
$210K ﹤0.01%
+12,479
1982
$210K ﹤0.01%
+6,918
1983
$209K ﹤0.01%
+2,401
1984
$209K ﹤0.01%
+12,585
1985
$209K ﹤0.01%
+3,846
1986
$209K ﹤0.01%
1,741
-421
1987
$208K ﹤0.01%
+11,517
1988
$208K ﹤0.01%
24,164
-23,915
1989
$208K ﹤0.01%
7,469
+181
1990
$207K ﹤0.01%
+626
1991
$206K ﹤0.01%
8,655
-3,273
1992
$206K ﹤0.01%
116,983
1993
$205K ﹤0.01%
35,609
+18,488
1994
$205K ﹤0.01%
+4,269
1995
$205K ﹤0.01%
5,615
+1,107
1996
$203K ﹤0.01%
18,500
1997
$203K ﹤0.01%
+2,892
1998
$203K ﹤0.01%
+689
1999
$203K ﹤0.01%
1,043
-270
2000
$203K ﹤0.01%
17,448
78 79
80
81 82