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Creative Planning

Creative Planning Portfolio holdings

AUM $147B
1-Year Est. Return 18.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.77%
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
+$208M
2
+$191M
3
+$176M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$164M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$128M

Top Sells

1
+$97.8M
2
+$50.3M
3
+$37.4M
4
META icon
Meta Platforms (Facebook)
META
+$31.8M
5
OLED icon
Universal Display
OLED
+$31.5M

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
1851
– –
-12,172
1852
– –
-10,000
1853
– –
-11,755
1854
– –
-79,553
1855
– –
-8,569
1856
– –
-1,978
1857
– –
-27,000
1858
– –
-4,035
1859
– –
-24,744
1860
– –
-1,399
1861
– –
-110
1862
$0 ﹤0.01%
20,652
1863
– –
-2,001
1864
– –
-38,838
1865
– –
-10,741
1866
– –
-1,741
1867
– –
-15,753
1868
– –
-11,579
1869
– –
-8,212
1870
– –
-31,381
1871
– –
-21,000
1872
– –
-12,567
1873
– –
-13,584
1874
– –
-4,929
1875
– –
-28,000
73 74
75
76 77