Creative Planning

Creative Planning Portfolio holdings

AUM $140B
1-Year Est. Return 18.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
+$322M
2
+$296M
3
+$283M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$280M
5
BND icon
Vanguard Total Bond Market
BND
+$217M

Top Sells

1
+$76.1M
2
+$59.3M
3
+$20.7M
4
MDRX
Veradigm Inc. Common Stock
MDRX
+$19.6M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$18.3M

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
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2452
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2458
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2459
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2460
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2461
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2462
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2463
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2464
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2465
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2466
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2467
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2468
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2469
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2470
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2471
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2472
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2473
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2474
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-1,484
2475
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-8,400
97 98
99
100 101