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
1776
$209K ﹤0.01%
2,898
-2,060
1777
$209K ﹤0.01%
21,032
-3,328
1778
$208K ﹤0.01%
+2,143
1779
$208K ﹤0.01%
7,800
-534
1780
$208K ﹤0.01%
4,279
-8,426
1781
$208K ﹤0.01%
+6,481
1782
$207K ﹤0.01%
2,651
-2,508
1783
$205K ﹤0.01%
13,145
-7,963
1784
$205K ﹤0.01%
1,827
-1,098
1785
$204K ﹤0.01%
+7,945
1786
$204K ﹤0.01%
6,375
1787
$204K ﹤0.01%
9,098
-3,217
1788
$201K ﹤0.01%
6,247
-4,369
1789
$201K ﹤0.01%
+4,697
1790
$201K ﹤0.01%
1,650
-539
1791
$197K ﹤0.01%
11,411
-726
1792
$195K ﹤0.01%
10,325
-12,150
1793
$194K ﹤0.01%
11,119
-7,566
1794
$194K ﹤0.01%
12,431
-1,528
1795
$191K ﹤0.01%
+13,294
1796
$189K ﹤0.01%
17,841
-32,235
1797
$188K ﹤0.01%
15,413
+2,306
1798
$188K ﹤0.01%
20,087
-4,331
1799
$187K ﹤0.01%
10,915
-1,122
1800
$187K ﹤0.01%
16,375
-8,687
70 71
72
73 74