Creative Planning

Creative Planning Portfolio holdings

AUM $147B
1-Year Est. Return 18.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.77%
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
+$73.7M
2
+$53.9M
3
+$46M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$37.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$33.7M

Top Sells

1
+$10.3M
2
+$8.28M
3
+$6.77M
4
SLV icon
iShares Silver Trust
SLV
+$5.88M
5
BP icon
BP
BP
+$3.81M

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
2476
$9K ﹤0.01%
+500
2477
$9K ﹤0.01%
138
2478
$9K ﹤0.01%
1,000
2479
$9K ﹤0.01%
+100
2480
$9K ﹤0.01%
560
+60
2481
$9K ﹤0.01%
+600
2482
$9K ﹤0.01%
1,300
+300
2483
$9K ﹤0.01%
76
+70
2484
$9K ﹤0.01%
660
+200
2485
$9K ﹤0.01%
280
-698
2486
$9K ﹤0.01%
700
+500
2487
$9K ﹤0.01%
300
2488
$9K ﹤0.01%
300
2489
$9K ﹤0.01%
229
-59
2490
$9K ﹤0.01%
1,000
2491
$9K ﹤0.01%
9,035
2492
$9K ﹤0.01%
1,003
+503
2493
$9K ﹤0.01%
+1,013
2494
$9K ﹤0.01%
+833
2495
$9K ﹤0.01%
287
2496
$9K ﹤0.01%
490
2497
$9K ﹤0.01%
+520
2498
$9K ﹤0.01%
433
+160
2499
$9K ﹤0.01%
251
2500
$9K ﹤0.01%
260
98 99
100
101 102