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
3201
$14K ﹤0.01%
26
3202
$14K ﹤0.01%
655
3203
$14K ﹤0.01%
1,558
+158
3204
$14K ﹤0.01%
1,100
-1,200
3205
$14K ﹤0.01%
+5,000
3206
$14K ﹤0.01%
200
+170
3207
$14K ﹤0.01%
+250
3208
$14K ﹤0.01%
400
3209
$14K ﹤0.01%
1
3210
$14K ﹤0.01%
+2,073
3211
$14K ﹤0.01%
481
3212
$14K ﹤0.01%
456
-1,789
3213
$14K ﹤0.01%
559
-945
3214
$14K ﹤0.01%
1,412
+180
3215
$14K ﹤0.01%
1,002
3216
$14K ﹤0.01%
186
+56
3217
$14K ﹤0.01%
1,068
+23
3218
$14K ﹤0.01%
262
3219
$14K ﹤0.01%
192
-58
3220
$14K ﹤0.01%
+308
3221
$14K ﹤0.01%
650
3222
$14K ﹤0.01%
900
3223
$14K ﹤0.01%
1,000
3224
$14K ﹤0.01%
433
3225
$14K ﹤0.01%
1,250
+300
127 128
129
130 131