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
476
$3.89M 0.01%
18,961
-2,049
477
$3.88M 0.01%
37,430
+7,388
478
$3.88M 0.01%
42,864
+7,234
479
$3.87M 0.01%
43,497
-16,671
480
$3.83M 0.01%
8,647
-1,218
481
$3.79M 0.01%
16,117
-35,923
482
$3.77M 0.01%
70,250
483
$3.76M 0.01%
756
-92
484
$3.71M 0.01%
51,668
-9,888
485
$3.7M 0.01%
347,868
-1,459,274
486
$3.67M 0.01%
27,108
-2,377
487
$3.67M 0.01%
56,729
-16,016
488
$3.66M 0.01%
10,094
-1,210
489
$3.63M 0.01%
19,265
+285
490
$3.61M 0.01%
50,843
+12,279
491
$3.61M 0.01%
42,302
-9,942
492
$3.6M 0.01%
14,723
-3,739
493
$3.6M 0.01%
23,296
+626
494
$3.58M 0.01%
32,391
-5,184
495
$3.52M 0.01%
34,863
-15,771
496
$3.51M 0.01%
11,187
+1,016
497
$3.49M 0.01%
203,530
+191,345
498
$3.48M 0.01%
143,774
-4,813
499
$3.46M 0.01%
194,009
-10,679
500
$3.44M 0.01%
72,705
+61,417
18 19
20
21 22