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
2276
$409K ﹤0.01%
6,551
2277
$409K ﹤0.01%
2,062
+351
2278
$408K ﹤0.01%
4,618
-1,521
2279
$408K ﹤0.01%
46,980
-8,925
2280
$407K ﹤0.01%
4,954
-26
2281
$407K ﹤0.01%
27,723
+11,170
2282
$406K ﹤0.01%
10,944
+816
2283
$406K ﹤0.01%
11,439
+4,364
2284
$405K ﹤0.01%
6,537
+439
2285
$404K ﹤0.01%
55,849
+26,938
2286
$403K ﹤0.01%
4,321
-208
2287
$403K ﹤0.01%
11,863
+2,247
2288
$402K ﹤0.01%
3,104
+826
2289
$402K ﹤0.01%
44,962
-1,902
2290
$400K ﹤0.01%
18,426
+300
2291
$400K ﹤0.01%
12,739
-5,068
2292
$399K ﹤0.01%
18,983
-1,175
2293
$399K ﹤0.01%
12,451
+4,778
2294
$398K ﹤0.01%
2,246
+114
2295
$398K ﹤0.01%
10,997
+3,376
2296
$398K ﹤0.01%
44,957
-26,016
2297
$397K ﹤0.01%
5,800
-72
2298
$397K ﹤0.01%
4,653
+1,380
2299
$396K ﹤0.01%
+11,642
2300
$396K ﹤0.01%
7,238
+800
90 91
92
93 94