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
2251
$34.3K ﹤0.01%
24,500
-1,075
2252
$34.3K ﹤0.01%
+420
2253
$34.1K ﹤0.01%
32,500
-873
2254
$33.8K ﹤0.01%
10,508
+508
2255
$33K ﹤0.01%
+1,932
2256
$33K ﹤0.01%
21,295
2257
$32.8K ﹤0.01%
+12,281
2258
$32.8K ﹤0.01%
+712
2259
$32.1K ﹤0.01%
1,610
+149
2260
$32K ﹤0.01%
12,950
2261
$31.9K ﹤0.01%
+13,131
2262
$31.7K ﹤0.01%
+10,189
2263
$31.2K ﹤0.01%
+40,000
2264
$30.8K ﹤0.01%
26,291
-77
2265
$30.3K ﹤0.01%
11,377
+265
2266
$29.8K ﹤0.01%
+20,000
2267
$28.9K ﹤0.01%
+1,690
2268
$28.6K ﹤0.01%
4,852
+100
2269
$28.4K ﹤0.01%
+11,213
2270
$27.6K ﹤0.01%
24,035
-100
2271
$26.5K ﹤0.01%
+16,767
2272
$26.4K ﹤0.01%
12,939
+246
2273
$26.3K ﹤0.01%
13,837
+1,890
2274
$25.4K ﹤0.01%
101
2275
$24.9K ﹤0.01%
+368
89 90
91
92 93