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
3076
$18K ﹤0.01%
168
-15,465
3077
$18K ﹤0.01%
10
3078
$18K ﹤0.01%
+1,142
3079
$18K ﹤0.01%
5,800
+3,000
3080
$18K ﹤0.01%
+1,200
3081
$18K ﹤0.01%
631
+531
3082
$18K ﹤0.01%
810
3083
$18K ﹤0.01%
+940
3084
$18K ﹤0.01%
1,118
+40
3085
$18K ﹤0.01%
892
-1,289
3086
$18K ﹤0.01%
278
+43
3087
$18K ﹤0.01%
1,000
3088
$18K ﹤0.01%
1,044
-4,338
3089
$18K ﹤0.01%
+1,363
3090
$17K ﹤0.01%
1,768
-500
3091
$17K ﹤0.01%
573
+500
3092
$17K ﹤0.01%
220
+100
3093
$17K ﹤0.01%
+791
3094
$17K ﹤0.01%
788
-961
3095
$17K ﹤0.01%
400
3096
$17K ﹤0.01%
1,000
3097
$17K ﹤0.01%
+868
3098
$17K ﹤0.01%
332
+310
3099
$17K ﹤0.01%
321
3100
$17K ﹤0.01%
1,799
122 123
124
125 126