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
2426
$45K ﹤0.01%
3,115
+1,205
2427
$44K ﹤0.01%
2,109
+40
2428
$44K ﹤0.01%
3,227
2429
$44K ﹤0.01%
628
+38
2430
$44K ﹤0.01%
2,600
+2,000
2431
$44K ﹤0.01%
1,373
-2,220
2432
$44K ﹤0.01%
1,868
-100
2433
$44K ﹤0.01%
702
-436
2434
$44K ﹤0.01%
2,464
-2,929
2435
$44K ﹤0.01%
391
+154
2436
$44K ﹤0.01%
1,600
-95
2437
$44K ﹤0.01%
320
+147
2438
$44K ﹤0.01%
1,400
+1,000
2439
$44K ﹤0.01%
1,103
-6
2440
$44K ﹤0.01%
1,900
2441
$44K ﹤0.01%
1,643
+100
2442
$44K ﹤0.01%
1,111
-87
2443
$44K ﹤0.01%
400
-3,626
2444
$44K ﹤0.01%
+852
2445
$43K ﹤0.01%
+1,645
2446
$43K ﹤0.01%
764
+76
2447
$43K ﹤0.01%
850
2448
$43K ﹤0.01%
+1,900
2449
$43K ﹤0.01%
4,459
+125
2450
$43K ﹤0.01%
1,501
+700
96 97
98
99 100