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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
1901
– –
-7,746
1902
– –
-17,076
1903
– –
-8,510
1904
– –
-1,500
1905
– –
-21,167
1906
– –
-17,500
1907
– –
-9,000
1908
– –
-16,812
1909
– –
-4,901
1910
– –
-12,100
1911
– –
-2,190
1912
– –
-2,171
1913
– –
-10,343
1914
– –
-3,044
1915
– –
-14,851
1916
– –
-12,282
1917
– –
-9,232
1918
– –
-3,446
1919
– –
-20,699
1920
– –
-5,100
1921
– –
-1,643
1922
– –
-3,578
1923
– –
-2,933
1924
– –
-1,635
1925
– –
-10,591
75 76
77
78 79