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
2476
$9K ﹤0.01%
32
2477
$9K ﹤0.01%
600
2478
$9K ﹤0.01%
433
+160
2479
$9K ﹤0.01%
251
2480
$9K ﹤0.01%
3,000
2481
$9K ﹤0.01%
319
+2
2482
$9K ﹤0.01%
260
2483
$9K ﹤0.01%
1,575
2484
$9K ﹤0.01%
+954
2485
$9K ﹤0.01%
+100
2486
$9K ﹤0.01%
560
+60
2487
$9K ﹤0.01%
+600
2488
$9K ﹤0.01%
200
2489
$9K ﹤0.01%
5,400
+5,000
2490
$9K ﹤0.01%
1,300
+300
2491
$9K ﹤0.01%
76
+70
2492
$9K ﹤0.01%
660
+200
2493
$9K ﹤0.01%
280
-698
2494
$9K ﹤0.01%
4,400
-1,620
2495
$9K ﹤0.01%
180
2496
$9K ﹤0.01%
700
+500
2497
$9K ﹤0.01%
+600
2498
$9K ﹤0.01%
+490
2499
$9K ﹤0.01%
264
-73,492
2500
$9K ﹤0.01%
500
-1,500
98 99
100
101 102