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
551
$2.93M 0.01%
204,968
+60,214
552
$2.92M 0.01%
21,224
+109
553
$2.91M 0.01%
71,456
+3,870
554
$2.91M 0.01%
54,146
-62,513
555
$2.9M 0.01%
42,273
-6,733
556
$2.89M 0.01%
36,153
+4,997
557
$2.88M 0.01%
110,165
+11,121
558
$2.87M 0.01%
+3,601
559
$2.86M 0.01%
44,438
-63
560
$2.86M 0.01%
34,104
+4,620
561
$2.83M 0.01%
37,886
-7,111
562
$2.81M 0.01%
46,570
+19,811
563
$2.81M 0.01%
42,378
-7,622
564
$2.79M 0.01%
31,031
-2,024
565
$2.78M ﹤0.01%
100,808
+32,386
566
$2.77M ﹤0.01%
24,378
-367
567
$2.75M ﹤0.01%
204,338
-3,709
568
$2.75M ﹤0.01%
13,306
+1,413
569
$2.74M ﹤0.01%
7,508
-2,266
570
$2.74M ﹤0.01%
20,256
-897
571
$2.73M ﹤0.01%
98,615
-11,995
572
$2.71M ﹤0.01%
6,193
+188
573
$2.71M ﹤0.01%
81,061
-16,591
574
$2.67M ﹤0.01%
35,230
+4,015
575
$2.67M ﹤0.01%
34,000
21 22
23
24 25