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
2951
$22K ﹤0.01%
1,000
2952
$22K ﹤0.01%
575
2953
$22K ﹤0.01%
+837
2954
$22K ﹤0.01%
700
-33
2955
$22K ﹤0.01%
2,100
2956
$22K ﹤0.01%
260
2957
$22K ﹤0.01%
494
+48
2958
$22K ﹤0.01%
1,000
+291
2959
$22K ﹤0.01%
286
2960
$22K ﹤0.01%
2,725
+1,625
2961
$22K ﹤0.01%
500
+300
2962
$22K ﹤0.01%
2,000
+1,000
2963
$22K ﹤0.01%
1,550
+550
2964
$22K ﹤0.01%
658
+156
2965
$22K ﹤0.01%
1,000
2966
$22K ﹤0.01%
402
2967
$21K ﹤0.01%
6,620
+2,000
2968
$21K ﹤0.01%
19,750
+1,250
2969
$21K ﹤0.01%
4,000
2970
$21K ﹤0.01%
862
2971
$21K ﹤0.01%
11,320
2972
$21K ﹤0.01%
9,344
2973
$21K ﹤0.01%
700
+564
2974
$21K ﹤0.01%
+1,342
2975
$21K ﹤0.01%
1,198
117 118
119
120 121