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
426
$4.67M 0.01%
59,832
-1,586
427
$4.64M 0.01%
108,585
+44,576
428
$4.63M 0.01%
175,822
-139,764
429
$4.61M 0.01%
142,427
-33,479
430
$4.56M 0.01%
90,634
-3,188
431
$4.56M 0.01%
47,764
-13,184
432
$4.54M 0.01%
63,156
+698
433
$4.54M 0.01%
25,214
+115
434
$4.54M 0.01%
33,502
-2,091
435
$4.53M 0.01%
24,288
+1,956
436
$4.51M 0.01%
15,602
-1,931
437
$4.5M 0.01%
12,993
-12,580
438
$4.49M 0.01%
91,756
-160,328
439
$4.48M 0.01%
54,611
-3,051
440
$4.46M 0.01%
50,533
+11,191
441
$4.45M 0.01%
42,934
+889
442
$4.43M 0.01%
27,883
+4,857
443
$4.38M 0.01%
33,529
-29,573
444
$4.38M 0.01%
13,505
-2,737
445
$4.34M 0.01%
15,087
+461
446
$4.31M 0.01%
39,045
+19,225
447
$4.3M 0.01%
69,528
-6,708
448
$4.3M 0.01%
33,860
-1,706
449
$4.29M 0.01%
86,258
-7,369
450
$4.27M 0.01%
37,304
+21,053
16 17
18
19 20