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
3626
$7K ﹤0.01%
200
-50
3627
$7K ﹤0.01%
15,812
3628
$7K ﹤0.01%
1,471
3629
$7K ﹤0.01%
691
+333
3630
$7K ﹤0.01%
500
3631
$7K ﹤0.01%
222
3632
$7K ﹤0.01%
5,000
3633
$7K ﹤0.01%
+1,500
3634
$7K ﹤0.01%
3,000
3635
$7K ﹤0.01%
2,734
3636
$7K ﹤0.01%
88
-26
3637
$7K ﹤0.01%
489
-6
3638
$7K ﹤0.01%
300
3639
$7K ﹤0.01%
210
3640
$7K ﹤0.01%
36
+10
3641
$7K ﹤0.01%
+170
3642
$7K ﹤0.01%
1,200
+1,000
3643
$7K ﹤0.01%
572
3644
$7K ﹤0.01%
396
3645
$7K ﹤0.01%
+400
3646
$7K ﹤0.01%
5
3647
$7K ﹤0.01%
286
3648
$7K ﹤0.01%
311
+2
3649
$7K ﹤0.01%
2,853
+1,183
3650
$7K ﹤0.01%
3,633
144 145
146
147 148