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
1826
$101K ﹤0.01%
4,369
+1,730
1827
$101K ﹤0.01%
1,407
+605
1828
$101K ﹤0.01%
15,790
-2,916
1829
$101K ﹤0.01%
+10,000
1830
$101K ﹤0.01%
3,923
+2,808
1831
$101K ﹤0.01%
7,152
+55
1832
$101K ﹤0.01%
1,548
+362
1833
$100K ﹤0.01%
2,961
+1,085
1834
$100K ﹤0.01%
1,999
+61
1835
$100K ﹤0.01%
6,006
+3,333
1836
$100K ﹤0.01%
3,086
+1,026
1837
$100K ﹤0.01%
3,704
+2,600
1838
$99K ﹤0.01%
2,900
+1,425
1839
$99K ﹤0.01%
+4,023
1840
$99K ﹤0.01%
10,600
+500
1841
$99K ﹤0.01%
1,355
+38
1842
$99K ﹤0.01%
6,853
+300
1843
$99K ﹤0.01%
4,844
+44
1844
$99K ﹤0.01%
50,000
1845
$99K ﹤0.01%
+4,700
1846
$98K ﹤0.01%
12,073
+600
1847
$98K ﹤0.01%
2,062
+1,026
1848
$98K ﹤0.01%
6,630
1849
$98K ﹤0.01%
3,600
-16,400
1850
$98K ﹤0.01%
18
-387
72 73
74
75 76