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
451
$4.26M 0.01%
18,524
-320
452
$4.24M 0.01%
87,418
-16,102
453
$4.24M 0.01%
44,396
-284
454
$4.23M 0.01%
48,143
-1,502
455
$4.23M 0.01%
22,979
+7,251
456
$4.15M 0.01%
177,053
-3,849
457
$4.13M 0.01%
108,622
+2,614
458
$4.12M 0.01%
65,223
-2,036
459
$4.12M 0.01%
44,434
-431
460
$4.1M 0.01%
31,434
-3,874
461
$4.09M 0.01%
5,667
-19,827
462
$4.09M 0.01%
59,348
-2,122
463
$4.06M 0.01%
39,643
+4,382
464
$4.06M 0.01%
69,338
-1,329
465
$4.05M 0.01%
17,303
-1,244
466
$4.03M 0.01%
37,343
+375
467
$4.02M 0.01%
222,126
-155,181
468
$4.01M 0.01%
20,014
+216
469
$4M 0.01%
22,891
-1,034
470
$3.99M 0.01%
61,590
+315
471
$3.99M 0.01%
14,073
-4,114
472
$3.97M 0.01%
29,880
+9,810
473
$3.97M 0.01%
12,927
-4,129
474
$3.92M 0.01%
52,290
-778
475
$3.91M 0.01%
140,784
+2,322
17 18
19
20 21