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
1651
$252K ﹤0.01%
20,135
1652
$252K ﹤0.01%
10,511
-5,444
1653
$251K ﹤0.01%
599
-320
1654
$251K ﹤0.01%
1,554
-2,000
1655
$250K ﹤0.01%
1,900
-1,679
1656
$250K ﹤0.01%
6,441
-833
1657
$250K ﹤0.01%
4,254
+3
1658
$250K ﹤0.01%
4,153
-7,743
1659
$249K ﹤0.01%
22,690
1660
$249K ﹤0.01%
3,220
-17
1661
$249K ﹤0.01%
100,000
1662
$248K ﹤0.01%
1,282
+15
1663
$248K ﹤0.01%
1,459
1664
$247K ﹤0.01%
2,930
+75
1665
$247K ﹤0.01%
1,488
-6
1666
$247K ﹤0.01%
10,450
1667
$246K ﹤0.01%
5,256
+374
1668
$246K ﹤0.01%
105,000
+45,000
1669
$245K ﹤0.01%
4,869
-144
1670
$245K ﹤0.01%
13,469
1671
$244K ﹤0.01%
3,911
-533
1672
$244K ﹤0.01%
5,736
-5,536
1673
$244K ﹤0.01%
+7,495
1674
$244K ﹤0.01%
7,120
-1,119
1675
$243K ﹤0.01%
2,469
-234
65 66
67
68 69