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
2276
$236K ﹤0.01%
19,489
+8,194
2277
$236K ﹤0.01%
+8,906
2278
$236K ﹤0.01%
2,887
+545
2279
$235K ﹤0.01%
9,531
-2,024
2280
$235K ﹤0.01%
22,385
+8,796
2281
$235K ﹤0.01%
15,565
+1,695
2282
$235K ﹤0.01%
6,915
-245
2283
$235K ﹤0.01%
+9,895
2284
$234K ﹤0.01%
6,181
+6,070
2285
$234K ﹤0.01%
8,688
+8,568
2286
$233K ﹤0.01%
+3,348
2287
$233K ﹤0.01%
1,794
-645
2288
$232K ﹤0.01%
7,781
-5,586
2289
$232K ﹤0.01%
13,077
+403
2290
$232K ﹤0.01%
17,489
-11,444
2291
$231K ﹤0.01%
7,804
+7,679
2292
$230K ﹤0.01%
7,258
-5,500
2293
$230K ﹤0.01%
14,250
-700
2294
$230K ﹤0.01%
+7,526
2295
$229K ﹤0.01%
4,351
-220
2296
$229K ﹤0.01%
4,790
-1,003
2297
$229K ﹤0.01%
+7,040
2298
$228K ﹤0.01%
15,219
-2,077
2299
$228K ﹤0.01%
27,021
-57,354
2300
$228K ﹤0.01%
7,709
-1,360
90 91
92
93 94