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
376
$2.02M 0.01%
42,419
-1,164
377
$2.02M 0.01%
15,280
+378
378
$2.01M 0.01%
45,904
+4,734
379
$2M 0.01%
45,696
+2,020
380
$1.99M 0.01%
67,180
+5,948
381
$1.99M 0.01%
103,283
+6,044
382
$1.99M 0.01%
25,886
-532
383
$1.98M 0.01%
81,078
+2,976
384
$1.98M 0.01%
47,060
+5,155
385
$1.96M 0.01%
190,728
+1,498
386
$1.95M 0.01%
15,578
+2,326
387
$1.91M 0.01%
16,444
+692
388
$1.9M 0.01%
19,130
-532
389
$1.89M 0.01%
60,437
+42,908
390
$1.88M 0.01%
141,906
-5,382
391
$1.85M 0.01%
65,345
+65,145
392
$1.84M 0.01%
64,369
393
$1.84M 0.01%
25,675
+25,125
394
$1.84M 0.01%
545,300
395
$1.84M 0.01%
17,571
+4,296
396
$1.84M 0.01%
25,554
+586
397
$1.83M 0.01%
24,418
-101
398
$1.82M 0.01%
96,154
+70,206
399
$1.82M 0.01%
36,991
+322
400
$1.81M 0.01%
20,139
+1,541
14 15
16
17 18