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
3576
$8K ﹤0.01%
+217
3577
$8K ﹤0.01%
550
-3,000
3578
$8K ﹤0.01%
650
-3
3579
$8K ﹤0.01%
1,091
+47
3580
$8K ﹤0.01%
+172
3581
$8K ﹤0.01%
335
3582
$8K ﹤0.01%
229
-57
3583
$8K ﹤0.01%
149,570
3584
$8K ﹤0.01%
404
-10,000
3585
$8K ﹤0.01%
146
+106
3586
$8K ﹤0.01%
+184
3587
$8K ﹤0.01%
410
-136
3588
$8K ﹤0.01%
5,736
+200
3589
$8K ﹤0.01%
4,417
+300
3590
$8K ﹤0.01%
5,500
+3,500
3591
$8K ﹤0.01%
+354
3592
$7K ﹤0.01%
+315
3593
$7K ﹤0.01%
881
+164
3594
$7K ﹤0.01%
200
-31,800
3595
$7K ﹤0.01%
+500
3596
$7K ﹤0.01%
61
-211
3597
$7K ﹤0.01%
+340
3598
$7K ﹤0.01%
1,110
-1,000
3599
$7K ﹤0.01%
200
3600
$7K ﹤0.01%
396
+42
142 143
144
145 146