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
$53.9B
AUM Growth
-$21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,068
New
Increased
Reduced
Closed

Top Buys

1
+$191M
2
+$166M
3
+$94.9M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$78.5M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$74.7M

Top Sells

1
+$109M
2
+$84.5M
3
+$76.2M
4
AMZN icon
Amazon
AMZN
+$43.2M
5
PEP icon
PepsiCo
PEP
+$39.6M

Sector Composition

1 Technology 8.19%
2 Financials 4.43%
3 Consumer Discretionary 2.64%
4 Healthcare 2.52%
5 Industrials 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$2.92M 0.01%
13,663
-667
752
$2.91M 0.01%
31,278
-1,396
753
$2.9M 0.01%
48,788
-906
754
$2.9M 0.01%
33,886
-10,639
755
$2.89M 0.01%
62,832
-1,013
756
$2.89M 0.01%
74,652
-4,357
757
$2.87M 0.01%
37,470
+2,119
758
$2.87M 0.01%
1,904
-79
759
$2.86M 0.01%
28,779
+1,208
760
$2.85M 0.01%
24,965
+471
761
$2.85M 0.01%
20,825
-2,236
762
$2.85M 0.01%
105,102
+1,344
763
$2.85M 0.01%
54,432
+356
764
$2.84M 0.01%
14,874
+413
765
$2.84M 0.01%
4,498
-803
766
$2.83M 0.01%
103,459
-10,891
767
$2.82M 0.01%
75,525
-10,691
768
$2.82M 0.01%
80,730
-34,803
769
$2.81M 0.01%
176,409
+4,226
770
$2.81M 0.01%
130,508
+27,503
771
$2.8M 0.01%
32,437
-1,494
772
$2.79M 0.01%
20,413
+1,236
773
$2.79M 0.01%
22,014
-432
774
$2.78M 0.01%
36,786
-52
775
$2.78M 0.01%
43,970
+11,420
29 30
31
32 33