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
2026
$546K ﹤0.01%
1,632
+93
2027
$545K ﹤0.01%
27,651
-8,461
2028
$545K ﹤0.01%
5,208
+1,242
2029
$545K ﹤0.01%
76,642
+458
2030
$545K ﹤0.01%
7,574
+438
2031
$544K ﹤0.01%
14,181
+330
2032
$544K ﹤0.01%
41,656
-1,013
2033
$544K ﹤0.01%
35,804
+383
2034
$543K ﹤0.01%
23,423
2035
$543K ﹤0.01%
18,970
-6
2036
$543K ﹤0.01%
23,380
+1,455
2037
$542K ﹤0.01%
24,222
+3,209
2038
$541K ﹤0.01%
4,838
-86
2039
$541K ﹤0.01%
21,128
+3,204
2040
$541K ﹤0.01%
9,271
-197
2041
$541K ﹤0.01%
8,189
-1,559
2042
$539K ﹤0.01%
18,148
+243
2043
$539K ﹤0.01%
18,265
+218
2044
$539K ﹤0.01%
19,172
+134
2045
$539K ﹤0.01%
4,758
+310
2046
$537K ﹤0.01%
28,948
+4,432
2047
$536K ﹤0.01%
5,145
-2,229
2048
$535K ﹤0.01%
4,933
+349
2049
$535K ﹤0.01%
24,583
+3,183
2050
$533K ﹤0.01%
6,719
-367
80 81
82
83 84