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
2226
$45.5K ﹤0.01%
51,362
-1,321
2227
$44.9K ﹤0.01%
40,000
+20,370
2228
$43.3K ﹤0.01%
11,599
2229
$42.1K ﹤0.01%
1,712
-333
2230
$41.6K ﹤0.01%
10,609
-5,354
2231
$41.4K ﹤0.01%
+11,050
2232
$40.8K ﹤0.01%
+1,405
2233
$40K ﹤0.01%
+14,488
2234
$39.9K ﹤0.01%
2,057
2235
$39.8K ﹤0.01%
556
+45
2236
$39.5K ﹤0.01%
+839
2237
$39.4K ﹤0.01%
773
2238
$39.3K ﹤0.01%
1,966
-6
2239
$39.2K ﹤0.01%
2,482
-11,899
2240
$38.9K ﹤0.01%
13,839
-1,555
2241
$38.7K ﹤0.01%
3,823
-3,000
2242
$37.4K ﹤0.01%
+10,335
2243
$37.1K ﹤0.01%
19,328
+7,249
2244
$37K ﹤0.01%
10,000
2245
$37K ﹤0.01%
14,337
+3,712
2246
$37K ﹤0.01%
17,750
+5,250
2247
$36K ﹤0.01%
1,489
-136
2248
$35.2K ﹤0.01%
1,719
2249
$34.9K ﹤0.01%
3,033
2250
$34.9K ﹤0.01%
27,350
88 89
90
91 92