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
4176
$1K ﹤0.01%
80
4177
$1K ﹤0.01%
30
-75
4178
$1K ﹤0.01%
80
4179
$1K ﹤0.01%
49
-394
4180
$1K ﹤0.01%
4
4181
$1K ﹤0.01%
280
-1,600
4182
$1K ﹤0.01%
88
4183
$1K ﹤0.01%
16
4184
$1K ﹤0.01%
77
-80
4185
– –
0
4186
$1K ﹤0.01%
10
4187
$1K ﹤0.01%
25
-131
4188
$1K ﹤0.01%
200
4189
$1K ﹤0.01%
27
4190
$1K ﹤0.01%
205
4191
$1K ﹤0.01%
500
+200
4192
$1K ﹤0.01%
75
4193
$1K ﹤0.01%
22
4194
$1K ﹤0.01%
7
4195
$1K ﹤0.01%
83
4196
$1K ﹤0.01%
600
4197
$1K ﹤0.01%
+320
4198
$1K ﹤0.01%
+117
4199
$1K ﹤0.01%
93
4200
$1K ﹤0.01%
+64
166 167
168
169 170