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
1576
$292K ﹤0.01%
2,254
-657
1577
$291K ﹤0.01%
+4,289
1578
$291K ﹤0.01%
9,040
-1,740
1579
$290K ﹤0.01%
3,839
+910
1580
$290K ﹤0.01%
39,000
-38
1581
$288K ﹤0.01%
3,026
+532
1582
$287K ﹤0.01%
1,640
+81
1583
$287K ﹤0.01%
14,901
-4,806
1584
$286K ﹤0.01%
5,459
-6,847
1585
$286K ﹤0.01%
9,089
-8,245
1586
$285K ﹤0.01%
2,528
-1,868
1587
$285K ﹤0.01%
18,549
-5,172
1588
$284K ﹤0.01%
2,535
+363
1589
$283K ﹤0.01%
6,108
-4,169
1590
$283K ﹤0.01%
20,176
-20,255
1591
$282K ﹤0.01%
14,106
+1,263
1592
$281K ﹤0.01%
5,102
-1
1593
$280K ﹤0.01%
+8,987
1594
$279K ﹤0.01%
3,672
-55,675
1595
$279K ﹤0.01%
2,710
-4,280
1596
$279K ﹤0.01%
3,387
-2,293
1597
$278K ﹤0.01%
1,317
-809
1598
$278K ﹤0.01%
+5,875
1599
$277K ﹤0.01%
10,384
-2,460
1600
$277K ﹤0.01%
1,889
-235
62 63
64
65 66