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
4276
$1K ﹤0.01%
+157
4277
$1K ﹤0.01%
200
4278
$1K ﹤0.01%
1
-4
4279
$1K ﹤0.01%
+60
4280
$1K ﹤0.01%
87
4281
$1K ﹤0.01%
3
-107
4282
$1K ﹤0.01%
31
+1
4283
$1K ﹤0.01%
200
4284
$1K ﹤0.01%
200
4285
$1K ﹤0.01%
+300
4286
$1K ﹤0.01%
+112
4287
$1K ﹤0.01%
+200
4288
$1K ﹤0.01%
10
-118
4289
$1K ﹤0.01%
11
+4
4290
$1K ﹤0.01%
+200
4291
$1K ﹤0.01%
300
4292
$1K ﹤0.01%
169
4293
$1K ﹤0.01%
10,000
4294
$1K ﹤0.01%
203
4295
$1K ﹤0.01%
969
-75
4296
$1K ﹤0.01%
72
+64
4297
$1K ﹤0.01%
200
4298
$1K ﹤0.01%
100
4299
$1K ﹤0.01%
300
4300
$1K ﹤0.01%
+90
170 171
172
173 174