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
1251
$525K ﹤0.01%
30,621
-10,917
1252
$524K ﹤0.01%
6,506
+268
1253
$523K ﹤0.01%
10,977
+4,119
1254
$522K ﹤0.01%
11,836
+7,102
1255
$521K ﹤0.01%
9,729
-2,615
1256
$520K ﹤0.01%
16,379
-7,625
1257
$519K ﹤0.01%
11,204
-1,513
1258
$518K ﹤0.01%
10,499
-2,804
1259
$518K ﹤0.01%
14,244
-5,278
1260
$516K ﹤0.01%
7,427
+621
1261
$515K ﹤0.01%
6,618
-138
1262
$515K ﹤0.01%
6,686
-6,757
1263
$515K ﹤0.01%
2,270
-25
1264
$514K ﹤0.01%
2,641
-81
1265
$514K ﹤0.01%
10,011
-1,333
1266
$513K ﹤0.01%
49,129
-5,093
1267
$512K ﹤0.01%
19,788
-495
1268
$511K ﹤0.01%
9,590
-1,225
1269
$510K ﹤0.01%
3,242
-640
1270
$510K ﹤0.01%
22,222
-10,710
1271
$510K ﹤0.01%
10,048
-99
1272
$509K ﹤0.01%
+20,000
1273
$508K ﹤0.01%
30,286
-18,142
1274
$507K ﹤0.01%
3,785
-1,570
1275
$505K ﹤0.01%
4,772
-19,804
49 50
51
52 53