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
3826
$4K ﹤0.01%
121
3827
$4K ﹤0.01%
128
+15
3828
$4K ﹤0.01%
100
+56
3829
$4K ﹤0.01%
+128
3830
$4K ﹤0.01%
140
3831
$4K ﹤0.01%
6
3832
$4K ﹤0.01%
+214
3833
$4K ﹤0.01%
250
-59
3834
$4K ﹤0.01%
175
-83
3835
$4K ﹤0.01%
+123
3836
$4K ﹤0.01%
400
3837
$4K ﹤0.01%
+200
3838
$4K ﹤0.01%
+268
3839
$4K ﹤0.01%
146
+133
3840
$4K ﹤0.01%
120
-200
3841
$4K ﹤0.01%
39
3842
$4K ﹤0.01%
617
-271
3843
$4K ﹤0.01%
500
3844
$4K ﹤0.01%
16
3845
$4K ﹤0.01%
300
3846
$4K ﹤0.01%
280
3847
$4K ﹤0.01%
520
+202
3848
$4K ﹤0.01%
100
-75
3849
$4K ﹤0.01%
175
3850
$4K ﹤0.01%
164
152 153
154
155 156