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
2301
$13.8K ﹤0.01%
71
2302
$13.5K ﹤0.01%
25,502
2303
$12.7K ﹤0.01%
18,700
2304
$12.3K ﹤0.01%
1,247
2305
$11.8K ﹤0.01%
84
+16
2306
$11.7K ﹤0.01%
1,229
2307
$11.5K ﹤0.01%
33,088
+10,077
2308
$11.3K ﹤0.01%
3,534
-2,618
2309
$11.3K ﹤0.01%
+32,065
2310
$10.9K ﹤0.01%
+45
2311
$10.8K ﹤0.01%
1,168
-83
2312
$10.6K ﹤0.01%
2,236
2313
$10.2K ﹤0.01%
289
2314
$9.47K ﹤0.01%
10,526
2315
$9.34K ﹤0.01%
14,436
+358
2316
$9.19K ﹤0.01%
10,000
2317
$9.19K ﹤0.01%
+437
2318
$9.17K ﹤0.01%
1,723
-357
2319
$8.97K ﹤0.01%
+790
2320
$8.93K ﹤0.01%
+300
2321
$8.67K ﹤0.01%
17
2322
$8.66K ﹤0.01%
567
2323
$8.66K ﹤0.01%
+121
2324
$8.6K ﹤0.01%
365
2325
$8.49K ﹤0.01%
+250
91 92
93
94 95