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
1976
$350K ﹤0.01%
10,586
+1,249
1977
$349K ﹤0.01%
+5,707
1978
$349K ﹤0.01%
3,460
+3,356
1979
$349K ﹤0.01%
6,642
+533
1980
$349K ﹤0.01%
17,334
+182
1981
$349K ﹤0.01%
2,067
+740
1982
$348K ﹤0.01%
4,931
+829
1983
$347K ﹤0.01%
2,895
+152
1984
$347K ﹤0.01%
4,914
-457
1985
$346K ﹤0.01%
95,052
+118
1986
$344K ﹤0.01%
5,255
-103
1987
$344K ﹤0.01%
6,210
+857
1988
$344K ﹤0.01%
12,397
+2,374
1989
$344K ﹤0.01%
11,079
+772
1990
$343K ﹤0.01%
6,646
+292
1991
$343K ﹤0.01%
39,509
+1,443
1992
$343K ﹤0.01%
+12,886
1993
$342K ﹤0.01%
11,608
-7,984
1994
$341K ﹤0.01%
+12,144
1995
$340K ﹤0.01%
6,066
-165
1996
$339K ﹤0.01%
47,956
+16,093
1997
$339K ﹤0.01%
+10,382
1998
$339K ﹤0.01%
20,402
-1,748
1999
$339K ﹤0.01%
17,636
+1,287
2000
$338K ﹤0.01%
3,655
+3,654
78 79
80
81 82