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
1176
$598K ﹤0.01%
105,549
+90,000
1177
$598K ﹤0.01%
13,234
+3,003
1178
$593K ﹤0.01%
11,604
-1,762
1179
$592K ﹤0.01%
8,296
-155
1180
$591K ﹤0.01%
5,381
+351
1181
$591K ﹤0.01%
14,479
+2,635
1182
$590K ﹤0.01%
5,648
+449
1183
$589K ﹤0.01%
2,977
+401
1184
$588K ﹤0.01%
13,580
-233
1185
$588K ﹤0.01%
49,387
1186
$586K ﹤0.01%
27,000
1187
$585K ﹤0.01%
4,053
-1,582
1188
$583K ﹤0.01%
11,779
-5,010
1189
$583K ﹤0.01%
37,299
+2,523
1190
$582K ﹤0.01%
9,293
+799
1191
$582K ﹤0.01%
12,084
+298
1192
$582K ﹤0.01%
46,178
-1,384
1193
$581K ﹤0.01%
+19,102
1194
$581K ﹤0.01%
29,507
-20,971
1195
$580K ﹤0.01%
5,525
-313
1196
$579K ﹤0.01%
14,722
-30,004
1197
$579K ﹤0.01%
46,936
-8,249
1198
$576K ﹤0.01%
38,430
-18,872
1199
$574K ﹤0.01%
2,371
-503
1200
$574K ﹤0.01%
860
-1,075
46 47
48
49 50