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
3501
$9K ﹤0.01%
600
3502
$9K ﹤0.01%
400
3503
$9K ﹤0.01%
300
-220
3504
$9K ﹤0.01%
1,323
3505
$9K ﹤0.01%
+600
3506
$9K ﹤0.01%
1,000
3507
$9K ﹤0.01%
6,313
+1,000
3508
$9K ﹤0.01%
400
3509
$9K ﹤0.01%
1,000
3510
$9K ﹤0.01%
185
-105
3511
$9K ﹤0.01%
+138
3512
$9K ﹤0.01%
1,688
+188
3513
$9K ﹤0.01%
900
3514
$9K ﹤0.01%
732
3515
$9K ﹤0.01%
3,300
+1,000
3516
$9K ﹤0.01%
13,030
-15
3517
$9K ﹤0.01%
2,300
+1,000
3518
$9K ﹤0.01%
721
3519
$9K ﹤0.01%
6,404
+5,000
3520
$8K ﹤0.01%
900
3521
$8K ﹤0.01%
97
+33
3522
$8K ﹤0.01%
500
3523
$8K ﹤0.01%
420
3524
$8K ﹤0.01%
255
+222
3525
$8K ﹤0.01%
200
-175
139 140
141
142 143