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
1976
$572K ﹤0.01%
82,182
+70,083
1977
$569K ﹤0.01%
13,541
+476
1978
$569K ﹤0.01%
8,797
+838
1979
$568K ﹤0.01%
12,601
-111
1980
$568K ﹤0.01%
27,935
+15,758
1981
$567K ﹤0.01%
58,626
-12,057
1982
$567K ﹤0.01%
110,332
+69,435
1983
$566K ﹤0.01%
+11,337
1984
$565K ﹤0.01%
25,999
+8,075
1985
$564K ﹤0.01%
52,855
+23,433
1986
$564K ﹤0.01%
23,588
-6,170
1987
$564K ﹤0.01%
7,218
+937
1988
$564K ﹤0.01%
3,278
-630
1989
$564K ﹤0.01%
43,818
+5,350
1990
$563K ﹤0.01%
19,911
-79
1991
$563K ﹤0.01%
3,564
-50
1992
$562K ﹤0.01%
123,304
-68,335
1993
$562K ﹤0.01%
5,692
+17
1994
$561K ﹤0.01%
21,372
+3,980
1995
$560K ﹤0.01%
5,133
+363
1996
$560K ﹤0.01%
11,502
+35
1997
$559K ﹤0.01%
8,086
+182
1998
$559K ﹤0.01%
6,767
-196
1999
$559K ﹤0.01%
15,381
+2,245
2000
$557K ﹤0.01%
53,803
+3,492
78 79
80
81 82