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
2451
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2452
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2453
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2454
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2455
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-15,495
2456
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-15,014
2457
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-9,108
2458
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-18,228
2459
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-2,943
2460
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-11,520
2461
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-584
2462
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-6,058
2463
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-36
2464
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-12,859
2465
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-8,980
2466
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-845
2467
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-21,898
2468
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-16,722
2469
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-3,051
2470
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-85,300
2471
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-19,287
2472
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-694
2473
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-11,466
2474
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-7,892
2475
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-3,678
96 97 98
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