Creative Planning

Creative Planning Portfolio holdings

AUM $140B
1-Year Est. Return 18.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
+$144M
3
+$91.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$77.1M
5
PEP icon
PepsiCo
PEP
+$61.4M

Top Sells

1
+$41.4M
2
+$18.4M
3
+$7.58M
4
OLED icon
Universal Display
OLED
+$6.63M
5
X
US Steel
X
+$6.38M

Sector Composition

1 Energy 5.28%
2 Financials 4.7%
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
2301
$52K ﹤0.01%
3,213
+481
2302
$52K ﹤0.01%
+800
2303
$52K ﹤0.01%
2,459
2304
$52K ﹤0.01%
1,548
2305
$52K ﹤0.01%
2,824
+2,546
2306
$52K ﹤0.01%
1,324
+314
2307
$52K ﹤0.01%
571
2308
$52K ﹤0.01%
2,016
+23
2309
$52K ﹤0.01%
2,200
-316
2310
$52K ﹤0.01%
8,925
+5,400
2311
$51K ﹤0.01%
800
+461
2312
$51K ﹤0.01%
1,619
+256
2313
$51K ﹤0.01%
1,555
+1,454
2314
$51K ﹤0.01%
2,472
+1,708
2315
$51K ﹤0.01%
432
+32
2316
$51K ﹤0.01%
1,280
-9
2317
$51K ﹤0.01%
2,400
-2,104
2318
$51K ﹤0.01%
1,918
+427
2319
$51K ﹤0.01%
4,345
+3,872
2320
$51K ﹤0.01%
+2,155
2321
$51K ﹤0.01%
8,500
+6,500
2322
$51K ﹤0.01%
2,973
2323
$51K ﹤0.01%
+2,389
2324
$51K ﹤0.01%
1,100
2325
$51K ﹤0.01%
1,405
91 92
93
94 95