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
1851
$405K ﹤0.01%
+8,573
1852
$404K ﹤0.01%
17,682
+3,320
1853
$403K ﹤0.01%
10,110
+361
1854
$403K ﹤0.01%
14,358
+2,018
1855
$402K ﹤0.01%
8,993
+9
1856
$401K ﹤0.01%
12,998
-1,525
1857
$401K ﹤0.01%
11,260
-1,063
1858
$400K ﹤0.01%
8,702
-14,222
1859
$400K ﹤0.01%
+17,988
1860
$400K ﹤0.01%
7,998
-1,555
1861
$400K ﹤0.01%
2,199
+136
1862
$399K ﹤0.01%
4,552
+420
1863
$399K ﹤0.01%
+4,074
1864
$398K ﹤0.01%
9,221
+1,927
1865
$397K ﹤0.01%
18,669
+7,159
1866
$397K ﹤0.01%
2,620
+208
1867
$396K ﹤0.01%
6,584
-37,732
1868
$396K ﹤0.01%
18,661
-2,785
1869
$396K ﹤0.01%
+1,251
1870
$396K ﹤0.01%
7,761
+265
1871
$395K ﹤0.01%
9,504
+3,741
1872
$395K ﹤0.01%
4,119
1873
$395K ﹤0.01%
14,400
-1,726
1874
$395K ﹤0.01%
2,262
-150
1875
$395K ﹤0.01%
5,707
+1,403
73 74
75
76 77