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
1851
$108K ﹤0.01%
+1,000
1852
$107K ﹤0.01%
12,575
-2,599
1853
$106K ﹤0.01%
10,223
-3,126
1854
$105K ﹤0.01%
17,363
-10,079
1855
$105K ﹤0.01%
10,504
1856
$101K ﹤0.01%
+1,800
1857
$101K ﹤0.01%
10,400
-10,650
1858
$100K ﹤0.01%
12,858
+241
1859
$100K ﹤0.01%
34,925
-41,624
1860
$99K ﹤0.01%
14,711
+3,680
1861
$98K ﹤0.01%
+17,900
1862
$98K ﹤0.01%
+12,312
1863
$97K ﹤0.01%
23,028
+7,742
1864
$97K ﹤0.01%
10,233
-40,000
1865
$97K ﹤0.01%
10,276
-168,484
1866
$95K ﹤0.01%
21,400
1867
$93K ﹤0.01%
2,930
-244
1868
$91K ﹤0.01%
11,450
-10
1869
$89K ﹤0.01%
15,996
-17,609
1870
$89K ﹤0.01%
+10,338
1871
$88K ﹤0.01%
10,099
-2,821
1872
$84K ﹤0.01%
22,404
1873
$84K ﹤0.01%
3,280
-11,592
1874
$83K ﹤0.01%
11,441
-24,300
1875
$83K ﹤0.01%
20,000
+6,500
73 74
75
76 77