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
676
$2.04M ﹤0.01%
25,186
-1,433
677
$2.04M ﹤0.01%
36,288
+9,714
678
$2.04M ﹤0.01%
24,508
-6,825
679
$2.04M ﹤0.01%
49,539
+11,654
680
$2.02M ﹤0.01%
13,834
-1,580
681
$2.01M ﹤0.01%
121,369
+98,944
682
$2.01M ﹤0.01%
13,014
+8,323
683
$2.01M ﹤0.01%
13,945
-6,002
684
$2M ﹤0.01%
46,402
685
$2M ﹤0.01%
33,678
+5,497
686
$1.99M ﹤0.01%
16,861
-1,205
687
$1.99M ﹤0.01%
11,268
-3,734
688
$1.98M ﹤0.01%
7,176
+2,704
689
$1.97M ﹤0.01%
29,234
-5,290
690
$1.96M ﹤0.01%
97,494
-9,463
691
$1.96M ﹤0.01%
33,681
+15,055
692
$1.95M ﹤0.01%
29,008
-4,766
693
$1.94M ﹤0.01%
98,413
-1,450
694
$1.94M ﹤0.01%
96,265
+7,408
695
$1.94M ﹤0.01%
57,568
-19,064
696
$1.93M ﹤0.01%
32,913
-15,468
697
$1.93M ﹤0.01%
4,435
+1,467
698
$1.92M ﹤0.01%
37,146
+1,512
699
$1.91M ﹤0.01%
12,696
+1,389
700
$1.91M ﹤0.01%
57,647
+30,627
26 27
28
29 30