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
2876
$24K ﹤0.01%
+1,174
2877
$24K ﹤0.01%
300
2878
$24K ﹤0.01%
598
-10
2879
$24K ﹤0.01%
2,457
+1,000
2880
$24K ﹤0.01%
599
+299
2881
$24K ﹤0.01%
269
-1,156
2882
$24K ﹤0.01%
1,295
+210
2883
$24K ﹤0.01%
9,169
-2,187
2884
$24K ﹤0.01%
510
+289
2885
$24K ﹤0.01%
573
-131
2886
$24K ﹤0.01%
1,500
+850
2887
$24K ﹤0.01%
1,626
2888
$24K ﹤0.01%
1,375
2889
$24K ﹤0.01%
+656
2890
$24K ﹤0.01%
350
+63
2891
$24K ﹤0.01%
+1,400
2892
$24K ﹤0.01%
701
+401
2893
$24K ﹤0.01%
+2,210
2894
$24K ﹤0.01%
1,000
2895
$24K ﹤0.01%
2,000
+1,000
2896
$24K ﹤0.01%
791
-3,485
2897
$24K ﹤0.01%
545
+145
2898
$24K ﹤0.01%
+27,750
2899
$24K ﹤0.01%
190
2900
$24K ﹤0.01%
+974
114 115
116
117 118