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
526
$3.16M 0.01%
36,498
+1,534
527
$3.16M 0.01%
+115,754
528
$3.16M 0.01%
4,877
-1,253
529
$3.15M 0.01%
17,254
-313
530
$3.15M 0.01%
10,088
+27
531
$3.13M 0.01%
9,827
+2,186
532
$3.13M 0.01%
130,439
+76,416
533
$3.12M 0.01%
9,817
+4,071
534
$3.1M 0.01%
170,259
-5,270
535
$3.1M 0.01%
116,867
+15,687
536
$3.1M 0.01%
16,035
+10,076
537
$3.06M 0.01%
32,910
-1,991
538
$3.05M 0.01%
91,761
+24,416
539
$3.04M 0.01%
33,366
-1,678
540
$3.04M 0.01%
92,813
+1,479
541
$3.03M 0.01%
45,725
-93,256
542
$3.03M 0.01%
70,821
-2,221
543
$3.03M 0.01%
10,367
-186
544
$3.02M 0.01%
20,903
-4,202
545
$3M 0.01%
20,268
-1,832
546
$2.97M 0.01%
40,638
-579
547
$2.97M 0.01%
32,056
-13,598
548
$2.96M 0.01%
34,184
-473
549
$2.94M 0.01%
49,392
+14,889
550
$2.94M 0.01%
+41,986
20 21
22
23 24