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
2026
– –
-56,728
2027
– –
-24,960
2028
– –
-69,914
2029
– –
-10,528
2030
– –
-14,129
2031
– –
-13,409
2032
– –
-64,044
2033
– –
-26,092
2034
– –
-17,524
2035
– –
-28,484
2036
– –
-14,395
2037
– –
-20,000
2038
– –
-10,000
2039
– –
-10,000
2040
– –
-17,247
2041
– –
-11,568
2042
– –
-10,000
2043
– –
-38,888
2044
– –
-7,316
2045
– –
-24,785
2046
– –
-13,500
2047
– –
-373
2048
– –
-65,851
2049
– –
-38,384
2050
– –
-17,990
80 81
82
83 84