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
976
$905K ﹤0.01%
3,281
-1,211
977
$905K ﹤0.01%
7,403
-4,636
978
$903K ﹤0.01%
15,457
+10,000
979
$902K ﹤0.01%
18,474
-793
980
$900K ﹤0.01%
7,887
-307
981
$897K ﹤0.01%
46,580
+1,975
982
$896K ﹤0.01%
2,159
-932
983
$894K ﹤0.01%
24,630
-4,365
984
$893K ﹤0.01%
31,142
-17,204
985
$893K ﹤0.01%
23,474
-253
986
$890K ﹤0.01%
15,380
-400
987
$888K ﹤0.01%
11,848
-149
988
$888K ﹤0.01%
19,353
-13,585
989
$888K ﹤0.01%
42,288
-1,000
990
$887K ﹤0.01%
6,105
+2,039
991
$887K ﹤0.01%
33,242
-16,271
992
$887K ﹤0.01%
12,271
+3,255
993
$887K ﹤0.01%
33,008
-1,543
994
$886K ﹤0.01%
11,770
995
$883K ﹤0.01%
29,814
-318,225
996
$883K ﹤0.01%
4,280
+227
997
$882K ﹤0.01%
6,401
-675
998
$878K ﹤0.01%
15,300
-2,473
999
$871K ﹤0.01%
+14,155
1000
$871K ﹤0.01%
19,238
-14,206
38 39
40
41 42