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
$53.9B
AUM Growth
-$21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,068
New
Increased
Reduced
Closed

Top Buys

1
+$191M
2
+$166M
3
+$94.9M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$78.5M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$74.7M

Top Sells

1
+$109M
2
+$84.5M
3
+$76.2M
4
AMZN icon
Amazon
AMZN
+$43.2M
5
PEP icon
PepsiCo
PEP
+$39.6M

Sector Composition

1 Technology 8.19%
2 Financials 4.43%
3 Consumer Discretionary 2.64%
4 Healthcare 2.52%
5 Industrials 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1576
$595K ﹤0.01%
+55,506
1577
$594K ﹤0.01%
10,266
-1,434
1578
$593K ﹤0.01%
9,015
+1,391
1579
$593K ﹤0.01%
7,459
+2,155
1580
$593K ﹤0.01%
10,575
+4,807
1581
$593K ﹤0.01%
12,237
+996
1582
$592K ﹤0.01%
22,820
+1,687
1583
$592K ﹤0.01%
15,135
+3,579
1584
$591K ﹤0.01%
6,347
-2,057
1585
$591K ﹤0.01%
40,875
+12,059
1586
$590K ﹤0.01%
22,080
-3,074
1587
$588K ﹤0.01%
7,940
+3,227
1588
$588K ﹤0.01%
23,432
+10,391
1589
$586K ﹤0.01%
9,396
-725
1590
$585K ﹤0.01%
4,042
+2,142
1591
$581K ﹤0.01%
27,109
+5,195
1592
$581K ﹤0.01%
2,431
+390
1593
$580K ﹤0.01%
28,415
+13,029
1594
$580K ﹤0.01%
8,702
+479
1595
$580K ﹤0.01%
3,625
+280
1596
$579K ﹤0.01%
6,004
-17,159
1597
$578K ﹤0.01%
15,327
-55
1598
$577K ﹤0.01%
6,752
+182
1599
$577K ﹤0.01%
8,951
-122
1600
$576K ﹤0.01%
9,835
-858
62 63
64
65 66