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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
1951
– –
-35,484
1952
– –
-3,106
1953
– –
-11
1954
– –
-13,300
1955
– –
-4,906
1956
– –
-132
1957
– –
-29,595
1958
– –
-55,827
1959
– –
-342
1960
– –
-4,600
1961
– –
-56
1962
– –
-11,513
1963
– –
0
1964
– –
-89,856
1965
– –
-5,788
1966
– –
-5,437
1967
– –
-40,100
1968
– –
-6,864
1969
– –
-20,232
1970
– –
-57,537
1971
– –
-7,600
1972
– –
-1,518
1973
– –
-1,603
1974
– –
-735
1975
– –
-25,226
77 78
79
80 81