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
1951
$17K ﹤0.01%
595
-4,868
1952
$16K ﹤0.01%
672
-139
1953
$15K ﹤0.01%
13,709
1954
$15K ﹤0.01%
+15,000
1955
$14K ﹤0.01%
142
-37
1956
$14K ﹤0.01%
588
1957
$14K ﹤0.01%
+12,000
1958
$13K ﹤0.01%
5
1959
$12K ﹤0.01%
1,420
+220
1960
$10K ﹤0.01%
20,000
1961
$9K ﹤0.01%
10,000
1962
$7K ﹤0.01%
13,600
-2,395
1963
$6K ﹤0.01%
40
-5
1964
$3K ﹤0.01%
10,000
-5,000
1965
$1K ﹤0.01%
10
-1,120
1966
– –
-32,955
1967
– –
-14,609
1968
– –
-162,969
1969
– –
-7,926
1970
– –
-13,698
1971
– –
-5,921
1972
– –
-31,010
1973
– –
-19,390
1974
– –
-1,240
1975
– –
-2,743
77 78
79
80 81