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
2376
$48K ﹤0.01%
3,267
2377
$48K ﹤0.01%
1,633
+34
2378
$48K ﹤0.01%
900
+891
2379
$48K ﹤0.01%
1,600
+790
2380
$47K ﹤0.01%
3,100
2381
$47K ﹤0.01%
1,075
+781
2382
$47K ﹤0.01%
2,497
-400
2383
$47K ﹤0.01%
7,396
2384
$47K ﹤0.01%
1,700
+1,400
2385
$47K ﹤0.01%
6
+4
2386
$47K ﹤0.01%
2,504
2387
$47K ﹤0.01%
7,550
2388
$47K ﹤0.01%
+1,250
2389
$47K ﹤0.01%
1,003
2390
$47K ﹤0.01%
1,500
2391
$47K ﹤0.01%
14,488
-2,300
2392
$47K ﹤0.01%
5,360
+2,200
2393
$47K ﹤0.01%
+928
2394
$47K ﹤0.01%
3,559
+1,300
2395
$46K ﹤0.01%
1,873
-650
2396
$46K ﹤0.01%
257
-3,786
2397
$46K ﹤0.01%
2,668
+104
2398
$46K ﹤0.01%
1,106
2399
$46K ﹤0.01%
1,133
-8
2400
$46K ﹤0.01%
1,009
94 95
96
97 98