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
2026
$325K ﹤0.01%
+9,853
2027
$325K ﹤0.01%
17,376
-2,888
2028
$325K ﹤0.01%
34,907
-5,477
2029
$325K ﹤0.01%
2,627
+182
2030
$323K ﹤0.01%
5,815
-4,856
2031
$323K ﹤0.01%
12,118
+1,818
2032
$322K ﹤0.01%
22,316
-3,768
2033
$322K ﹤0.01%
10,336
+10,211
2034
$322K ﹤0.01%
+10,113
2035
$321K ﹤0.01%
37,907
-7,388
2036
$321K ﹤0.01%
4,286
+473
2037
$321K ﹤0.01%
2,298
+764
2038
$319K ﹤0.01%
6,399
+5,821
2039
$319K ﹤0.01%
27,742
+10,107
2040
$319K ﹤0.01%
61,638
+3,314
2041
$319K ﹤0.01%
+9,435
2042
$318K ﹤0.01%
+9,157
2043
$318K ﹤0.01%
6,746
+294
2044
$317K ﹤0.01%
16,312
+884
2045
$317K ﹤0.01%
62,506
-20,370
2046
$317K ﹤0.01%
6,679
-5,731
2047
$317K ﹤0.01%
11,071
-2,746
2048
$316K ﹤0.01%
+12,135
2049
$316K ﹤0.01%
2,218
+434
2050
$315K ﹤0.01%
+11,688
80 81
82
83 84