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
1351
$437K ﹤0.01%
25,517
-6,466
1352
$436K ﹤0.01%
7,934
+133
1353
$435K ﹤0.01%
5,070
+540
1354
$433K ﹤0.01%
34,451
-50,441
1355
$433K ﹤0.01%
22,807
+8,676
1356
$431K ﹤0.01%
62,519
+6,417
1357
$430K ﹤0.01%
2,508
+91
1358
$429K ﹤0.01%
5,344
-5,408
1359
$427K ﹤0.01%
14,092
-2,109
1360
$427K ﹤0.01%
19,918
-29,283
1361
$426K ﹤0.01%
20,701
-42,644
1362
$426K ﹤0.01%
5,768
+25
1363
$425K ﹤0.01%
41,774
+19,298
1364
$425K ﹤0.01%
4,775
+488
1365
$424K ﹤0.01%
7,404
+563
1366
$423K ﹤0.01%
+16,604
1367
$423K ﹤0.01%
10,341
-5
1368
$422K ﹤0.01%
8,554
-942
1369
$422K ﹤0.01%
42,486
-6,399
1370
$421K ﹤0.01%
8,440
-942
1371
$421K ﹤0.01%
3,103
-193
1372
$420K ﹤0.01%
15,036
-1,100
1373
$418K ﹤0.01%
10,573
-657
1374
$418K ﹤0.01%
25,629
-3,687
1375
$417K ﹤0.01%
6,712
-714
53 54
55
56 57