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
2026
$187K ﹤0.01%
+20,858
2027
$187K ﹤0.01%
+16,780
2028
$187K ﹤0.01%
6,204
+1,186
2029
$186K ﹤0.01%
2,233
-15
2030
$186K ﹤0.01%
+15,257
2031
$185K ﹤0.01%
10,533
-1,515
2032
$183K ﹤0.01%
29,633
+15,020
2033
$181K ﹤0.01%
78,753
+63,405
2034
$181K ﹤0.01%
11,972
-8,698
2035
$180K ﹤0.01%
26,421
+424
2036
$180K ﹤0.01%
16,426
+5,957
2037
$180K ﹤0.01%
13,533
2038
$179K ﹤0.01%
182,747
+171,047
2039
$179K ﹤0.01%
17,631
+5,396
2040
$178K ﹤0.01%
10,283
+1,012
2041
$177K ﹤0.01%
+12,537
2042
$176K ﹤0.01%
15,337
-413
2043
$175K ﹤0.01%
+41,103
2044
$175K ﹤0.01%
14,530
+23
2045
$174K ﹤0.01%
+2,718
2046
$171K ﹤0.01%
16,860
+3,758
2047
$170K ﹤0.01%
+10,831
2048
$168K ﹤0.01%
+10,826
2049
$168K ﹤0.01%
+13,334
2050
$167K ﹤0.01%
66,651
80 81
82
83 84