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
426
$1.69M 0.01%
29,728
+29,506
427
$1.69M 0.01%
31,807
+4,571
428
$1.69M 0.01%
34,004
+4,512
429
$1.68M 0.01%
1,915
-77
430
$1.67M 0.01%
105,425
+3,313
431
$1.66M 0.01%
10,682
+2,008
432
$1.65M 0.01%
36,315
+27,200
433
$1.64M 0.01%
38,530
+33,900
434
$1.64M 0.01%
21,889
+2,651
435
$1.62M 0.01%
30,914
-71,230
436
$1.62M 0.01%
74,019
+71,074
437
$1.62M 0.01%
16,683
+545
438
$1.62M 0.01%
30,496
-3,831
439
$1.61M 0.01%
14,745
+1,741
440
$1.6M 0.01%
36,396
-1,737
441
$1.59M 0.01%
24,256
+1,206
442
$1.59M 0.01%
17,259
+11,052
443
$1.59M 0.01%
43,193
444
$1.59M 0.01%
11,948
-1,578
445
$1.58M 0.01%
108,921
+71,013
446
$1.57M 0.01%
11,766
+7,744
447
$1.56M 0.01%
58,770
-65,832
448
$1.56M 0.01%
24,705
+8,132
449
$1.56M 0.01%
11,477
-111
450
$1.55M 0.01%
32,034
+10,400
16 17
18
19 20