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
1326
$461K ﹤0.01%
4,602
+1,770
1327
$461K ﹤0.01%
15,899
-175
1328
$460K ﹤0.01%
8,693
+1,093
1329
$459K ﹤0.01%
10,991
-9,082
1330
$457K ﹤0.01%
4,955
-31,411
1331
$457K ﹤0.01%
448
-241
1332
$455K ﹤0.01%
85,450
-31,495
1333
$455K ﹤0.01%
+1,750
1334
$454K ﹤0.01%
5,993
-2,861
1335
$454K ﹤0.01%
1,433
-123
1336
$454K ﹤0.01%
34,483
-5,040
1337
$454K ﹤0.01%
35,010
1338
$452K ﹤0.01%
9,104
+2,132
1339
$451K ﹤0.01%
8,079
-1,524
1340
$450K ﹤0.01%
13,295
-3,637
1341
$450K ﹤0.01%
18,069
-2,621
1342
$449K ﹤0.01%
11,900
-5,138
1343
$448K ﹤0.01%
14,616
+5,240
1344
$447K ﹤0.01%
7,044
-70,280
1345
$447K ﹤0.01%
15,848
-2,168
1346
$447K ﹤0.01%
+5,262
1347
$445K ﹤0.01%
8,368
-2,407
1348
$445K ﹤0.01%
15,838
+500
1349
$443K ﹤0.01%
14,795
-11,988
1350
$442K ﹤0.01%
6,499
+1,040
52 53
54
55 56