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
$56.3B
AUM Growth
+$6.79B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,491
New
Increased
Reduced
Closed

Top Buys

1
+$1.03B
2
+$875M
3
+$447M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$438M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$429M

Top Sells

1
+$131M
2
+$108M
3
+$93.4M
4
PEP icon
PepsiCo
PEP
+$82.4M
5
TSLA icon
Tesla
TSLA
+$82.4M

Sector Composition

1 Technology 4.17%
2 Financials 2.89%
3 Consumer Discretionary 1.75%
4 Communication Services 1.7%
5 Healthcare 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$9.53M 0.02%
179,899
+3,874
277
$9.46M 0.02%
70,389
-3,535
278
$9.41M 0.02%
121,595
+65,165
279
$9.4M 0.02%
91,813
+1,891
280
$9.17M 0.02%
44,989
-43,346
281
$9.13M 0.02%
31,402
+1,304
282
$9.1M 0.02%
30,501
-5,574
283
$9.06M 0.02%
104,470
-82,685
284
$8.94M 0.02%
116,252
-2,848
285
$8.92M 0.02%
45,488
+13,818
286
$8.88M 0.02%
233,636
+22,813
287
$8.84M 0.02%
67,709
-41,094
288
$8.81M 0.02%
37,148
-1,040
289
$8.77M 0.02%
152,527
-10,351
290
$8.76M 0.02%
362,254
-57,861
291
$8.73M 0.02%
21,267
-422
292
$8.71M 0.02%
697,961
+475,259
293
$8.7M 0.02%
101,010
-28,559
294
$8.69M 0.02%
126,263
-26,390
295
$8.49M 0.02%
34,690
-74,171
296
$8.34M 0.01%
98,619
-3,383
297
$8.28M 0.01%
+165,263
298
$8.27M 0.01%
556,674
-31,056
299
$8.22M 0.01%
221,561
+24,174
300
$8.11M 0.01%
151,134
-44,961
10 11
12
13 14