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
$5.04B
AUM Growth
+$742M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,596
New
Increased
Reduced
Closed

Top Buys

1
+$74M
2
+$56M
3
+$47.4M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$38M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$33.8M

Top Sells

1
+$10.2M
2
+$7.76M
3
+$7.3M
4
SLV icon
iShares Silver Trust
SLV
+$5.95M
5
BP icon
BP
BP
+$3.82M

Sector Composition

1 Energy 6.33%
2 Financials 4.42%
3 Technology 2.93%
4 Healthcare 2.26%
5 Industrials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.26M 0.02%
32,202
+28,214
227
$1.25M 0.02%
29,974
+1,138
228
$1.25M 0.02%
77,160
+9,240
229
$1.25M 0.02%
59,564
-284,816
230
$1.24M 0.02%
351,685
231
$1.23M 0.02%
14,528
+1,986
232
$1.22M 0.02%
51,651
+2,301
233
$1.2M 0.02%
140,229
+1,338
234
$1.2M 0.02%
174,930
-531
235
$1.18M 0.02%
35,108
-300
236
$1.18M 0.02%
97
+27
237
$1.17M 0.02%
7,417
+1,100
238
$1.15M 0.02%
21,782
+10,784
239
$1.14M 0.02%
25,620
+1,233
240
$1.14M 0.02%
43,428
+1,558
241
$1.13M 0.02%
30,018
+3,521
242
$1.13M 0.02%
13,291
+1,395
243
$1.12M 0.02%
14,658
+24
244
$1.11M 0.02%
39,326
-1,257
245
$1.11M 0.02%
16,630
+1,350
246
$1.08M 0.02%
64,444
-857
247
$1.08M 0.02%
62,663
-3,168
248
$1.07M 0.02%
52,952
+12,156
249
$1.07M 0.02%
2,737
+45
250
$1.06M 0.02%
5,782
+175
8 9
10
11 12