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
2351
$3.35K ﹤0.01%
135
-14,384
2352
$3.29K ﹤0.01%
+60
2353
$3.12K ﹤0.01%
13,554
-400
2354
$2.88K ﹤0.01%
+46
2355
$2.88K ﹤0.01%
41,490
2356
$2.7K ﹤0.01%
+65
2357
$2.69K ﹤0.01%
+17
2358
$2.67K ﹤0.01%
+26
2359
$2.63K ﹤0.01%
+55
2360
$2.52K ﹤0.01%
14
2361
$2.49K ﹤0.01%
+150
2362
$2.45K ﹤0.01%
+75
2363
$2.37K ﹤0.01%
+182
2364
$2.35K ﹤0.01%
+143
2365
$2.29K ﹤0.01%
+21
2366
$2.11K ﹤0.01%
+30
2367
$1.98K ﹤0.01%
17,976
2368
$1.94K ﹤0.01%
+65
2369
$1.82K ﹤0.01%
10,882
2370
$1.62K ﹤0.01%
+50
2371
$1.58K ﹤0.01%
+50
2372
$1.48K ﹤0.01%
+267
2373
$871 ﹤0.01%
+38,713
2374
$744 ﹤0.01%
+76
2375
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0
93 94
95
96 97