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
1276
$504K ﹤0.01%
22,830
1277
$504K ﹤0.01%
1,968
+774
1278
$503K ﹤0.01%
6,388
-233
1279
$501K ﹤0.01%
6,270
-3,492
1280
$500K ﹤0.01%
7,459
+37
1281
$500K ﹤0.01%
6,828
-727
1282
$499K ﹤0.01%
+8,349
1283
$498K ﹤0.01%
20,103
-447
1284
$496K ﹤0.01%
7,487
-182
1285
$495K ﹤0.01%
4,391
-1,262
1286
$494K ﹤0.01%
5,454
-7,659
1287
$494K ﹤0.01%
2,477
-9,982
1288
$494K ﹤0.01%
54,659
+23,399
1289
$490K ﹤0.01%
+18,870
1290
$490K ﹤0.01%
3,982
+395
1291
$488K ﹤0.01%
17,643
-867
1292
$488K ﹤0.01%
3,065
-448
1293
$484K ﹤0.01%
10,235
-230
1294
$482K ﹤0.01%
4,920
+753
1295
$480K ﹤0.01%
10,319
-8,471
1296
$480K ﹤0.01%
20,547
+4,819
1297
$480K ﹤0.01%
10,400
-900
1298
$480K ﹤0.01%
2,500
1299
$480K ﹤0.01%
29,439
-31,025
1300
$479K ﹤0.01%
9,862
-795
50 51
52
53 54