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
3776
$5K ﹤0.01%
67
3777
$5K ﹤0.01%
404
-4,196
3778
$5K ﹤0.01%
200
3779
$5K ﹤0.01%
652
+501
3780
$5K ﹤0.01%
200
3781
$5K ﹤0.01%
+200
3782
$5K ﹤0.01%
52
3783
$5K ﹤0.01%
150
3784
$5K ﹤0.01%
+375
3785
$5K ﹤0.01%
3,000
3786
$5K ﹤0.01%
304
+2
3787
$5K ﹤0.01%
200
-200
3788
$5K ﹤0.01%
262
3789
$5K ﹤0.01%
3,592
+592
3790
$5K ﹤0.01%
150
3791
$5K ﹤0.01%
200
+183
3792
$5K ﹤0.01%
500
3793
$5K ﹤0.01%
+114
3794
$5K ﹤0.01%
712
+342
3795
$5K ﹤0.01%
353
3796
$5K ﹤0.01%
340
-6,760
3797
$5K ﹤0.01%
2,500
3798
$5K ﹤0.01%
464
+312
3799
$5K ﹤0.01%
301
3800
$5K ﹤0.01%
300
150 151
152
153 154