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
1626
$263K ﹤0.01%
6,862
+1,360
1627
$261K ﹤0.01%
2,199
-300
1628
$260K ﹤0.01%
4,439
-216
1629
$260K ﹤0.01%
2,335
+307
1630
$260K ﹤0.01%
+7,283
1631
$259K ﹤0.01%
15,897
-9,867
1632
$259K ﹤0.01%
5,159
-2,202
1633
$258K ﹤0.01%
+5,814
1634
$258K ﹤0.01%
4,217
-21,130
1635
$258K ﹤0.01%
+9,995
1636
$257K ﹤0.01%
4,520
-2,097
1637
$256K ﹤0.01%
+5,721
1638
$256K ﹤0.01%
25,119
-17,208
1639
$255K ﹤0.01%
27,051
-2,425
1640
$254K ﹤0.01%
+14,580
1641
$254K ﹤0.01%
4,647
-2,103
1642
$254K ﹤0.01%
8,900
-3,453
1643
$254K ﹤0.01%
64,867
-229,439
1644
$254K ﹤0.01%
14,069
-2,121
1645
$254K ﹤0.01%
8,394
1646
$253K ﹤0.01%
3,134
+407
1647
$253K ﹤0.01%
+1,789
1648
$253K ﹤0.01%
4,826
-80
1649
$252K ﹤0.01%
2,573
+87
1650
$252K ﹤0.01%
4,584
-301
64 65
66
67 68