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
776
$1.51M ﹤0.01%
23,245
-4,494
777
$1.51M ﹤0.01%
+23,795
778
$1.51M ﹤0.01%
33,055
+4,653
779
$1.51M ﹤0.01%
44,778
-11,108
780
$1.5M ﹤0.01%
21,730
-2,724
781
$1.5M ﹤0.01%
45,087
+4,727
782
$1.5M ﹤0.01%
15,553
-11,430
783
$1.49M ﹤0.01%
54,399
-1,111
784
$1.49M ﹤0.01%
22,012
-3,369
785
$1.48M ﹤0.01%
29,595
-17,098
786
$1.47M ﹤0.01%
7,865
-96
787
$1.47M ﹤0.01%
45,627
+15,371
788
$1.46M ﹤0.01%
102,455
-32,165
789
$1.45M ﹤0.01%
38,870
+4,365
790
$1.44M ﹤0.01%
11,386
-1,612
791
$1.44M ﹤0.01%
3,584
+880
792
$1.44M ﹤0.01%
105,870
-27,254
793
$1.43M ﹤0.01%
15,716
-428
794
$1.43M ﹤0.01%
10,726
-14,991
795
$1.43M ﹤0.01%
37,462
-7,673
796
$1.42M ﹤0.01%
44,393
-40,653
797
$1.42M ﹤0.01%
8,686
-4,677
798
$1.42M ﹤0.01%
21,637
-21,216
799
$1.41M ﹤0.01%
12,153
-5,100
800
$1.4M ﹤0.01%
+23,534
30 31
32
33 34