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
4276
$1K ﹤0.01%
205
4277
$1K ﹤0.01%
500
+200
4278
$1K ﹤0.01%
75
4279
$1K ﹤0.01%
10,000
4280
$1K ﹤0.01%
203
4281
$1K ﹤0.01%
969
-75
4282
$1K ﹤0.01%
72
+64
4283
$1K ﹤0.01%
200
4284
$1K ﹤0.01%
100
4285
$1K ﹤0.01%
300
4286
$1K ﹤0.01%
+90
4287
$1K ﹤0.01%
250
4288
$1K ﹤0.01%
54
-60
4289
$1K ﹤0.01%
119
+83
4290
$1K ﹤0.01%
28
4291
$1K ﹤0.01%
47
+7
4292
$1K ﹤0.01%
455
-1,700
4293
$1K ﹤0.01%
50
-167
4294
$1K ﹤0.01%
+500
4295
$1K ﹤0.01%
125
4296
$1K ﹤0.01%
500
-1,000
4297
$1K ﹤0.01%
285
4298
$1K ﹤0.01%
100
4299
$1K ﹤0.01%
300
-4,700
4300
$1K ﹤0.01%
100
170 171
172
173 174