Creative Planning

Creative Planning Portfolio holdings

AUM $140B
1-Year Est. Return 18.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.07%
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
4276
– –
0
4277
$1K ﹤0.01%
+68
4278
$1K ﹤0.01%
1,500
+500
4279
$1K ﹤0.01%
100
4280
$1K ﹤0.01%
38
4281
$1K ﹤0.01%
+8
4282
$1K ﹤0.01%
14
4283
$1K ﹤0.01%
+124
4284
$1K ﹤0.01%
150
4285
$1K ﹤0.01%
1
-4
4286
$1K ﹤0.01%
10
4287
$1K ﹤0.01%
+60
4288
$1K ﹤0.01%
87
4289
$1K ﹤0.01%
3
-107
4290
$1K ﹤0.01%
31
+1
4291
$1K ﹤0.01%
200
4292
$1K ﹤0.01%
+112
4293
$1K ﹤0.01%
+200
4294
$1K ﹤0.01%
25
-131
4295
$1K ﹤0.01%
200
4296
$1K ﹤0.01%
27
4297
$1K ﹤0.01%
205
4298
$1K ﹤0.01%
500
+200
4299
$1K ﹤0.01%
75
4300
$1K ﹤0.01%
22
170 171
172
173 174