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
$23.2B
AUM Growth
+$1.67B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,044
New
Increased
Reduced
Closed

Top Buys

1
+$211M
2
+$191M
3
+$176M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$168M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$131M

Top Sells

1
+$99.7M
2
+$50M
3
+$39M
4
OLED icon
Universal Display
OLED
+$34.1M
5
META icon
Meta Platforms (Facebook)
META
+$31.7M

Sector Composition

1 Financials 5.15%
2 Technology 3.69%
3 Energy 3.17%
4 Healthcare 2.11%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1751
$71K ﹤0.01%
6,338
-6,750
1752
$71K ﹤0.01%
+2,065
1753
$70K ﹤0.01%
4,124
-18,892
1754
$70K ﹤0.01%
11,956
1755
$69K ﹤0.01%
+10,930
1756
$69K ﹤0.01%
48,000
1757
$69K ﹤0.01%
12,035
+1,029
1758
$67K ﹤0.01%
+15,793
1759
$67K ﹤0.01%
17,600
-8,002
1760
$67K ﹤0.01%
7,740
+290
1761
$65K ﹤0.01%
65,049
1762
$65K ﹤0.01%
+3,979
1763
$65K ﹤0.01%
23,522
-2,236
1764
$65K ﹤0.01%
+10,395
1765
$64K ﹤0.01%
1,750
+500
1766
$64K ﹤0.01%
2,731
+801
1767
$64K ﹤0.01%
10,819
-9,000
1768
$63K ﹤0.01%
20,480
+1,120
1769
$63K ﹤0.01%
4,316
-1,403
1770
$60K ﹤0.01%
1,214
1771
$60K ﹤0.01%
18,618
+6,400
1772
$56K ﹤0.01%
5,537
-50
1773
$56K ﹤0.01%
10,733
1774
$55K ﹤0.01%
4
+2
1775
$51K ﹤0.01%
37,325
69 70
71
72 73