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
2026
$77K ﹤0.01%
1,658
+73
2027
$77K ﹤0.01%
4,769
-666
2028
$76K ﹤0.01%
1,761
-13,853
2029
$76K ﹤0.01%
17,600
-1,019
2030
$76K ﹤0.01%
2,725
2031
$76K ﹤0.01%
1,760
2032
$76K ﹤0.01%
5,521
2033
$76K ﹤0.01%
1,270
-2
2034
$75K ﹤0.01%
1,331
2035
$75K ﹤0.01%
6,814
-4,641
2036
$75K ﹤0.01%
10,100
2037
$75K ﹤0.01%
1,000
2038
$75K ﹤0.01%
1,304
+223
2039
$75K ﹤0.01%
806
+200
2040
$75K ﹤0.01%
1,210
+410
2041
$75K ﹤0.01%
3,510
-1,697
2042
$75K ﹤0.01%
1,982
-741
2043
$75K ﹤0.01%
7,041
-5,675
2044
$75K ﹤0.01%
1,145
+177
2045
$74K ﹤0.01%
+2,000
2046
$74K ﹤0.01%
1,421
+188
2047
$74K ﹤0.01%
+1,400
2048
$74K ﹤0.01%
6,411
+1,248
2049
$74K ﹤0.01%
+995
2050
$74K ﹤0.01%
4,052
+362
80 81
82
83 84