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
1601
$143K ﹤0.01%
14,736
+3,406
1602
$142K ﹤0.01%
8,088
+1,000
1603
$142K ﹤0.01%
2,558
+1,506
1604
$142K ﹤0.01%
8,922
+600
1605
$141K ﹤0.01%
2,362
1606
$141K ﹤0.01%
5,645
1607
$141K ﹤0.01%
7,018
-600
1608
$141K ﹤0.01%
14,707
+3,795
1609
$140K ﹤0.01%
2,766
+1,120
1610
$140K ﹤0.01%
2,995
+25
1611
$140K ﹤0.01%
2,986
+2
1612
$139K ﹤0.01%
27,500
+3,000
1613
$139K ﹤0.01%
8,658
+2,825
1614
$139K ﹤0.01%
6,200
1615
$139K ﹤0.01%
3,876
-1,417
1616
$139K ﹤0.01%
4,013
-682
1617
$139K ﹤0.01%
9,189
+1,841
1618
$138K ﹤0.01%
9,277
1619
$138K ﹤0.01%
15,500
+9,500
1620
$138K ﹤0.01%
545
-2
1621
$138K ﹤0.01%
5,822
+223
1622
$138K ﹤0.01%
4,848
+4,568
1623
$138K ﹤0.01%
+2,752
1624
$137K ﹤0.01%
2,956
+1,069
1625
$137K ﹤0.01%
1,746
+15
63 64
65
66 67