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
3276
$13K ﹤0.01%
2,000
3277
$13K ﹤0.01%
9,801
+3,601
3278
$13K ﹤0.01%
900
3279
$13K ﹤0.01%
1,500
3280
$13K ﹤0.01%
369
+169
3281
$13K ﹤0.01%
2,000
3282
$13K ﹤0.01%
2,111
-5
3283
$13K ﹤0.01%
592
+292
3284
$13K ﹤0.01%
1,695
3285
$13K ﹤0.01%
860
3286
$13K ﹤0.01%
+200
3287
$13K ﹤0.01%
405
3288
$12K ﹤0.01%
+99
3289
$12K ﹤0.01%
700
-456
3290
$12K ﹤0.01%
+382
3291
$12K ﹤0.01%
400
+200
3292
$12K ﹤0.01%
649
3293
$12K ﹤0.01%
10
3294
$12K ﹤0.01%
17
-8
3295
$12K ﹤0.01%
973
+756
3296
$12K ﹤0.01%
+1,543
3297
$12K ﹤0.01%
+434
3298
$12K ﹤0.01%
1,612
+1,137
3299
$12K ﹤0.01%
3,740
3300
$12K ﹤0.01%
728
+716
130 131
132
133 134