Creative Planning

Creative Planning Portfolio holdings

AUM $140B
1-Year Est. Return 18.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
+$144M
3
+$91.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$77.1M
5
PEP icon
PepsiCo
PEP
+$61.4M

Top Sells

1
+$41.4M
2
+$18.4M
3
+$7.58M
4
OLED icon
Universal Display
OLED
+$6.63M
5
X
US Steel
X
+$6.38M

Sector Composition

1 Energy 5.28%
2 Financials 4.7%
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
3951
$3K ﹤0.01%
250
3952
$3K ﹤0.01%
750
3953
$3K ﹤0.01%
300
-1,125
3954
$3K ﹤0.01%
50
-382
3955
$3K ﹤0.01%
103
3956
$3K ﹤0.01%
50
3957
$3K ﹤0.01%
100
3958
$3K ﹤0.01%
200
3959
$3K ﹤0.01%
1,179
3960
$3K ﹤0.01%
+202
3961
$3K ﹤0.01%
49
3962
$3K ﹤0.01%
123
3963
$3K ﹤0.01%
+613
3964
$3K ﹤0.01%
+177
3965
$3K ﹤0.01%
20
+17
3966
– –
0
3967
$3K ﹤0.01%
88
3968
$3K ﹤0.01%
400
-1,100
3969
$3K ﹤0.01%
93
3970
$3K ﹤0.01%
2
3971
$3K ﹤0.01%
39
-7
3972
$3K ﹤0.01%
300
+290
3973
$3K ﹤0.01%
105
-81
3974
– –
0
3975
$3K ﹤0.01%
+100
157 158
159
160 161