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
401
$1.81M 0.01%
43,224
+1,722
402
$1.81M 0.01%
78,331
+53,430
403
$1.8M 0.01%
26,098
-9,578
404
$1.8M 0.01%
36,108
+2,740
405
$1.8M 0.01%
37,712
+2,594
406
$1.79M 0.01%
169,124
+70,999
407
$1.79M 0.01%
41,813
+6,839
408
$1.78M 0.01%
134,919
+5,305
409
$1.78M 0.01%
47,397
+47,372
410
$1.77M 0.01%
16,601
+5,277
411
$1.76M 0.01%
86,054
-1,835
412
$1.76M 0.01%
20,163
+17
413
$1.75M 0.01%
33,810
+24,811
414
$1.75M 0.01%
13,904
+6,384
415
$1.75M 0.01%
36,860
+23,387
416
$1.75M 0.01%
12,963
+133
417
$1.74M 0.01%
34,757
+33,757
418
$1.74M 0.01%
39,302
+6,817
419
$1.74M 0.01%
199,128
+157,800
420
$1.74M 0.01%
21,198
+96
421
$1.73M 0.01%
103,142
+2,765
422
$1.73M 0.01%
7,700
+952
423
$1.72M 0.01%
19,642
+7,185
424
$1.71M 0.01%
44,672
+22,006
425
$1.7M 0.01%
19,907
+9,214
15 16
17
18 19