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
2276
$24.8K ﹤0.01%
1,150
2277
$23.8K ﹤0.01%
21,048
2278
$22.9K ﹤0.01%
6,901
2279
$22.6K ﹤0.01%
11,764
2280
$21.5K ﹤0.01%
1,225
2281
$21.3K ﹤0.01%
+38
2282
$20.7K ﹤0.01%
1,416
-48
2283
$19.8K ﹤0.01%
29,989
-2,756
2284
$19.4K ﹤0.01%
25,820
2285
$19.4K ﹤0.01%
403
-582
2286
$18.7K ﹤0.01%
+14,418
2287
$18.7K ﹤0.01%
12,169
-133
2288
$18.6K ﹤0.01%
12,552
+1,447
2289
$18.1K ﹤0.01%
+519
2290
$17.4K ﹤0.01%
1
2291
$16.8K ﹤0.01%
676
2292
$15.9K ﹤0.01%
174
2293
$15.7K ﹤0.01%
12,138
2294
$15.5K ﹤0.01%
25,010
+10
2295
$15.5K ﹤0.01%
1,839
+13
2296
$15.3K ﹤0.01%
10,000
-1,000
2297
$14.6K ﹤0.01%
2,000
2298
$14.5K ﹤0.01%
149
-26
2299
$14K ﹤0.01%
+2,060
2300
$13.9K ﹤0.01%
769