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
2426
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2427
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-9,945
2428
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2429
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2430
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2431
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-4,537
2432
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-2,928
2433
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-10,335
2434
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-9,851
2435
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-2,488
2436
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-3,134
2437
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-284
2438
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-11,159
2439
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-3,021
2440
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-21,924
2441
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-2,701
2442
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-33,030
2443
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2444
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-748,538
2445
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-82
2446
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-5,171
2447
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-2,410
2448
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-25,000
2449
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-11,270
2450
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-4,710
96 97
98
99 100