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
1476
$352K ﹤0.01%
+3,862
1477
$352K ﹤0.01%
+2,816
1478
$352K ﹤0.01%
4,921
-529
1479
$351K ﹤0.01%
18,509
-9,631
1480
$350K ﹤0.01%
8,387
+59
1481
$348K ﹤0.01%
2,672
+16
1482
$348K ﹤0.01%
4,528
+1,280
1483
$347K ﹤0.01%
5,606
-400
1484
$346K ﹤0.01%
11,031
-13,101
1485
$345K ﹤0.01%
4,786
+322
1486
$344K ﹤0.01%
7,778
-497
1487
$344K ﹤0.01%
8,700
-5,235
1488
$343K ﹤0.01%
12,768
-1,237
1489
$342K ﹤0.01%
5,106
-74
1490
$342K ﹤0.01%
54,275
-646
1491
$341K ﹤0.01%
18,723
-11,338
1492
$340K ﹤0.01%
3,601
-2,499
1493
$340K ﹤0.01%
5,502
-647
1494
$339K ﹤0.01%
6,548
-130
1495
$339K ﹤0.01%
3,526
-7,392
1496
$338K ﹤0.01%
7,470
-4,225
1497
$336K ﹤0.01%
14,431
-1,521
1498
$336K ﹤0.01%
9,824
-41,784
1499
$334K ﹤0.01%
22,750
-36,935
1500
$334K ﹤0.01%
28,416
-43
58 59
60
61 62