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
2376
$359K ﹤0.01%
8,894
+2,284
2377
$358K ﹤0.01%
457,625
+395,900
2378
$358K ﹤0.01%
2,909
+253
2379
$358K ﹤0.01%
10,709
2380
$358K ﹤0.01%
5,975
2381
$357K ﹤0.01%
13,823
+4,093
2382
$357K ﹤0.01%
47,184
-62,981
2383
$356K ﹤0.01%
+9,104
2384
$356K ﹤0.01%
4,607
-220
2385
$356K ﹤0.01%
+6,136
2386
$356K ﹤0.01%
6,879
+444
2387
$355K ﹤0.01%
30,662
+9,991
2388
$355K ﹤0.01%
6,840
2389
$354K ﹤0.01%
+2,191
2390
$354K ﹤0.01%
14,407
+3,117
2391
$353K ﹤0.01%
3,690
2392
$353K ﹤0.01%
7,843
+420
2393
$353K ﹤0.01%
16,804
-1,219
2394
$352K ﹤0.01%
6,683
2395
$352K ﹤0.01%
9,286
2396
$352K ﹤0.01%
2,188
2397
$350K ﹤0.01%
6,576
-17,497
2398
$350K ﹤0.01%
9,890
+15
2399
$350K ﹤0.01%
+20,907
2400
$350K ﹤0.01%
11,006
-461
94 95
96
97 98