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
$15.7B
AUM Growth
+$1.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,787
New
Increased
Reduced
Closed

Top Buys

1
+$155M
2
+$143M
3
+$93.5M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$77.1M
5
PEP icon
PepsiCo
PEP
+$62M

Top Sells

1
+$42.1M
2
+$18.5M
3
+$7.76M
4
X
US Steel
X
+$5.83M
5
OLED icon
Universal Display
OLED
+$5.8M

Sector Composition

1 Energy 5.28%
2 Financials 4.69%
3 Technology 3.48%
4 Healthcare 2.7%
5 Communication Services 2.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2826
$26K ﹤0.01%
1,520
-1,000
2827
$26K ﹤0.01%
1,611
+1,545
2828
$26K ﹤0.01%
588
+255
2829
$26K ﹤0.01%
2,149
2830
$26K ﹤0.01%
586
2831
$26K ﹤0.01%
694
+552
2832
$26K ﹤0.01%
166
2833
$26K ﹤0.01%
801
+350
2834
$26K ﹤0.01%
1,000
2835
$26K ﹤0.01%
11,043
+783
2836
$26K ﹤0.01%
1,000
2837
$26K ﹤0.01%
1,549
2838
$26K ﹤0.01%
400
2839
$26K ﹤0.01%
940
+840
2840
$26K ﹤0.01%
500
2841
$25K ﹤0.01%
1,298
+1,028
2842
$25K ﹤0.01%
1,974
+1,508
2843
$25K ﹤0.01%
2,000
2844
$25K ﹤0.01%
765
+140
2845
$25K ﹤0.01%
530
2846
$25K ﹤0.01%
+23
2847
$25K ﹤0.01%
654
-46
2848
$25K ﹤0.01%
+359
2849
$25K ﹤0.01%
654
+254
2850
$25K ﹤0.01%
513
+464
112 113
114
115 116