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
3001
$20K ﹤0.01%
750
3002
$20K ﹤0.01%
1,174
-1,065
3003
$20K ﹤0.01%
1,200
-3,341
3004
$20K ﹤0.01%
500
3005
$20K ﹤0.01%
2,500
3006
$20K ﹤0.01%
3,080
3007
$20K ﹤0.01%
731
+94
3008
$20K ﹤0.01%
864
3009
$20K ﹤0.01%
973
-700
3010
$20K ﹤0.01%
930
3011
$20K ﹤0.01%
+603
3012
$20K ﹤0.01%
565
+115
3013
$20K ﹤0.01%
673
-79
3014
$20K ﹤0.01%
420
+367
3015
$20K ﹤0.01%
3,341
3016
$20K ﹤0.01%
1,108
+179
3017
$20K ﹤0.01%
+340
3018
$20K ﹤0.01%
1,269
3019
$20K ﹤0.01%
275
-1,450
3020
$19K ﹤0.01%
380
+1
3021
$19K ﹤0.01%
364
+73
3022
$19K ﹤0.01%
466
-44
3023
$19K ﹤0.01%
1,200
3024
$19K ﹤0.01%
800
3025
$19K ﹤0.01%
600
119 120
121
122 123