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
3476
$9K ﹤0.01%
+1,724
3477
$9K ﹤0.01%
+202
3478
$9K ﹤0.01%
246
+86
3479
$9K ﹤0.01%
+100
3480
$9K ﹤0.01%
289
+85
3481
$9K ﹤0.01%
1,000
+950
3482
$9K ﹤0.01%
4,089
3483
$9K ﹤0.01%
5,000
3484
$9K ﹤0.01%
380
3485
$9K ﹤0.01%
+2,200
3486
$9K ﹤0.01%
244
-106
3487
$9K ﹤0.01%
255
-145
3488
$9K ﹤0.01%
1,200
3489
$9K ﹤0.01%
540
+480
3490
$9K ﹤0.01%
1,000
3491
$9K ﹤0.01%
53
+41
3492
$9K ﹤0.01%
2,000
3493
$9K ﹤0.01%
263
-248
3494
$9K ﹤0.01%
500
3495
$9K ﹤0.01%
25
+5
3496
$9K ﹤0.01%
+700
3497
$9K ﹤0.01%
1,050
+1,000
3498
$9K ﹤0.01%
+153
3499
$9K ﹤0.01%
215
-170
3500
$9K ﹤0.01%
+876
138 139
140
141 142