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
1876
$81K ﹤0.01%
13,246
-13,787
1877
$81K ﹤0.01%
+10,000
1878
$80K ﹤0.01%
14,269
+308
1879
$79K ﹤0.01%
10,072
1880
$78K ﹤0.01%
5,001
-19
1881
$78K ﹤0.01%
+11,000
1882
$76K ﹤0.01%
+1,476
1883
$76K ﹤0.01%
+1,427
1884
$75K ﹤0.01%
828
-868
1885
$71K ﹤0.01%
812
-2,430
1886
$71K ﹤0.01%
663
-425
1887
$71K ﹤0.01%
+3,245
1888
$71K ﹤0.01%
25,000
-91,453
1889
$70K ﹤0.01%
14,400
-1,685
1890
$68K ﹤0.01%
15,036
+970
1891
$68K ﹤0.01%
172
-14
1892
$67K ﹤0.01%
10,000
1893
$67K ﹤0.01%
+13,848
1894
$66K ﹤0.01%
16,814
-1,386
1895
$66K ﹤0.01%
10,502
1896
$66K ﹤0.01%
10,340
-9,591
1897
$65K ﹤0.01%
12,719
-18,798
1898
$64K ﹤0.01%
14,900
-13,237
1899
$62K ﹤0.01%
4,002
+1
1900
$62K ﹤0.01%
16,532
74 75
76
77 78