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
626
$2.29M ﹤0.01%
73,169
-53,202
627
$2.29M ﹤0.01%
57,840
+11,698
628
$2.28M ﹤0.01%
116,585
+14,679
629
$2.27M ﹤0.01%
4,943
-30
630
$2.26M ﹤0.01%
19,203
-3,269
631
$2.25M ﹤0.01%
120,587
+74,809
632
$2.24M ﹤0.01%
47,080
-12,430
633
$2.24M ﹤0.01%
213,119
-1,300
634
$2.24M ﹤0.01%
35,617
+20,611
635
$2.23M ﹤0.01%
8,106
-3,295
636
$2.22M ﹤0.01%
119,938
637
$2.21M ﹤0.01%
16,133
-4,493
638
$2.21M ﹤0.01%
14,134
-1,020
639
$2.21M ﹤0.01%
37,224
-14,610
640
$2.2M ﹤0.01%
80,954
+17,026
641
$2.2M ﹤0.01%
17,749
+120
642
$2.2M ﹤0.01%
47,691
+14,624
643
$2.19M ﹤0.01%
54,733
+10,823
644
$2.19M ﹤0.01%
59,100
-2,493
645
$2.19M ﹤0.01%
29,055
+54
646
$2.19M ﹤0.01%
189,532
+118,595
647
$2.18M ﹤0.01%
1,461
-243
648
$2.18M ﹤0.01%
11,626
-160,108
649
$2.17M ﹤0.01%
23,498
-7,515
650
$2.17M ﹤0.01%
24,728
-5,726
24 25
26
27 28