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
826
$563K ﹤0.01%
17,106
-5,800
827
$559K ﹤0.01%
22,384
-51,322
828
$558K ﹤0.01%
97,967
+3,344
829
$557K ﹤0.01%
6,071
+541
830
$553K ﹤0.01%
18,807
-900
831
$552K ﹤0.01%
7,493
+85
832
$552K ﹤0.01%
8,221
-460
833
$551K ﹤0.01%
6,776
+2,537
834
$550K ﹤0.01%
7,243
+622
835
$549K ﹤0.01%
25,851
+22,539
836
$547K ﹤0.01%
9,761
+2,515
837
$547K ﹤0.01%
13,114
+3,716
838
$546K ﹤0.01%
9,527
+7
839
$546K ﹤0.01%
35,213
+9,671
840
$546K ﹤0.01%
11,033
+2,045
841
$546K ﹤0.01%
5,138
+1,353
842
$545K ﹤0.01%
7,153
+1,732
843
$545K ﹤0.01%
3,999
+3,399
844
$543K ﹤0.01%
15,819
+382
845
$541K ﹤0.01%
5,351
846
$541K ﹤0.01%
21,200
847
$539K ﹤0.01%
5,753
+1,964
848
$539K ﹤0.01%
24,740
+110
849
$539K ﹤0.01%
7,148
-964
850
$538K ﹤0.01%
17,761
+661
32 33
34
35 36