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
1651
$545K ﹤0.01%
6,852
+464
1652
$544K ﹤0.01%
15,179
1653
$543K ﹤0.01%
60,321
+18,498
1654
$540K ﹤0.01%
+6,471
1655
$539K ﹤0.01%
4,974
+1,739
1656
$539K ﹤0.01%
+4,504
1657
$538K ﹤0.01%
85,115
+56,975
1658
$538K ﹤0.01%
6,508
+284
1659
$537K ﹤0.01%
12,343
-4
1660
$537K ﹤0.01%
17,328
+3,985
1661
$537K ﹤0.01%
7,759
+1,886
1662
$535K ﹤0.01%
11,092
-5,855
1663
$534K ﹤0.01%
13,604
-43
1664
$533K ﹤0.01%
34,750
-250
1665
$533K ﹤0.01%
45,089
-5,130
1666
$532K ﹤0.01%
24,810
+10,394
1667
$532K ﹤0.01%
13,818
+3,166
1668
$532K ﹤0.01%
81,202
+1,592
1669
$532K ﹤0.01%
12,780
-3,618
1670
$531K ﹤0.01%
4,358
-1,413
1671
$530K ﹤0.01%
50,917
+16,537
1672
$530K ﹤0.01%
6,020
-253
1673
$530K ﹤0.01%
+8,295
1674
$530K ﹤0.01%
12,871
+1,069
1675
$530K ﹤0.01%
9,479
+399
65 66
67
68 69