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
1301
$477K ﹤0.01%
3,951
-2,625
1302
$477K ﹤0.01%
+7,398
1303
$475K ﹤0.01%
1,778
-293
1304
$475K ﹤0.01%
20,908
-2,745
1305
$475K ﹤0.01%
5,320
-4,487
1306
$475K ﹤0.01%
1,375
-109
1307
$474K ﹤0.01%
21,000
-114,000
1308
$473K ﹤0.01%
+21,968
1309
$473K ﹤0.01%
13,960
-241
1310
$473K ﹤0.01%
23,204
-1,535
1311
$472K ﹤0.01%
5,155
-197
1312
$472K ﹤0.01%
7,124
-226
1313
$471K ﹤0.01%
11,844
-4,058
1314
$471K ﹤0.01%
15,302
-3,473
1315
$469K ﹤0.01%
9,236
+810
1316
$469K ﹤0.01%
46,780
-36,111
1317
$468K ﹤0.01%
16,506
-382
1318
$466K ﹤0.01%
6,604
-1,281
1319
$466K ﹤0.01%
5,857
+4
1320
$465K ﹤0.01%
14,002
+3,231
1321
$465K ﹤0.01%
68
-739
1322
$465K ﹤0.01%
10,895
+969
1323
$463K ﹤0.01%
10,426
-2,000
1324
$461K ﹤0.01%
6,825
+256
1325
$461K ﹤0.01%
2,656
-258
51 52
53
54 55