Creative Planning

Creative Planning Portfolio holdings

AUM $147B
1-Year Est. Return 18.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.77%
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
4151
$1K ﹤0.01%
+320
4152
$1K ﹤0.01%
850
-100
4153
$1K ﹤0.01%
118
4154
$1K ﹤0.01%
+91
4155
$1K ﹤0.01%
82
4156
$1K ﹤0.01%
57
4157
$1K ﹤0.01%
208
+8
4158
$1K ﹤0.01%
4,255
+2,552
4159
$1K ﹤0.01%
1,495
4160
$1K ﹤0.01%
+24
4161
$1K ﹤0.01%
+50
4162
$1K ﹤0.01%
89
-111
4163
$1K ﹤0.01%
5
-41
4164
$1K ﹤0.01%
40
4165
$1K ﹤0.01%
22
4166
$1K ﹤0.01%
7
4167
$1K ﹤0.01%
83
4168
$1K ﹤0.01%
10
-118
4169
$1K ﹤0.01%
11
+4
4170
$1K ﹤0.01%
+200
4171
$1K ﹤0.01%
300
4172
$1K ﹤0.01%
169
4173
$1K ﹤0.01%
200
4174
$1K ﹤0.01%
+136
4175
$1K ﹤0.01%
+64
165 166
167
168 169