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
3251
$13K ﹤0.01%
397
3252
$13K ﹤0.01%
220
+100
3253
$13K ﹤0.01%
1,000
3254
$13K ﹤0.01%
600
3255
$13K ﹤0.01%
2,320
3256
$13K ﹤0.01%
554
-500
3257
$13K ﹤0.01%
402
+225
3258
$13K ﹤0.01%
+400
3259
$13K ﹤0.01%
21
3260
$13K ﹤0.01%
458
-6,070
3261
$13K ﹤0.01%
+444
3262
$13K ﹤0.01%
98
+63
3263
$13K ﹤0.01%
460
3264
$13K ﹤0.01%
231
3265
$13K ﹤0.01%
430
+80
3266
$13K ﹤0.01%
270
+40
3267
$13K ﹤0.01%
1,102
3268
$13K ﹤0.01%
1,457
+687
3269
$13K ﹤0.01%
+724
3270
$13K ﹤0.01%
467
-70
3271
$13K ﹤0.01%
333
+233
3272
$13K ﹤0.01%
392
3273
$13K ﹤0.01%
+1,198
3274
$13K ﹤0.01%
1,000
3275
$13K ﹤0.01%
300
129 130
131
132 133