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
3601
$7K ﹤0.01%
+200
3602
$7K ﹤0.01%
276
3603
$7K ﹤0.01%
1,086
+174
3604
$7K ﹤0.01%
200
-60
3605
$7K ﹤0.01%
151
+50
3606
$7K ﹤0.01%
300
3607
$7K ﹤0.01%
250
3608
$7K ﹤0.01%
852
3609
$7K ﹤0.01%
500
-1,100
3610
$7K ﹤0.01%
569
3611
$7K ﹤0.01%
211
3612
$7K ﹤0.01%
+90
3613
$7K ﹤0.01%
500
-1,000
3614
$7K ﹤0.01%
202
+1
3615
$7K ﹤0.01%
300
3616
$7K ﹤0.01%
320
3617
$7K ﹤0.01%
240
3618
$7K ﹤0.01%
180
+100
3619
$7K ﹤0.01%
163
3620
$7K ﹤0.01%
295
3621
$7K ﹤0.01%
+316
3622
$7K ﹤0.01%
900
-1,900
3623
$7K ﹤0.01%
221
+21
3624
$7K ﹤0.01%
214
-476
3625
$7K ﹤0.01%
+1,000
143 144
145
146 147