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
2501
$9K ﹤0.01%
1,300
+300
2502
$9K ﹤0.01%
76
+70
2503
$9K ﹤0.01%
660
+200
2504
$9K ﹤0.01%
280
-698
2505
$9K ﹤0.01%
4,400
-1,620
2506
$9K ﹤0.01%
180
2507
$9K ﹤0.01%
700
+500
2508
$8K ﹤0.01%
600
+300
2509
$8K ﹤0.01%
317
2510
$8K ﹤0.01%
675
-675
2511
$8K ﹤0.01%
286
-914
2512
$8K ﹤0.01%
500
2513
$8K ﹤0.01%
840
+540
2514
$8K ﹤0.01%
700
+681
2515
$8K ﹤0.01%
5,000
2516
$8K ﹤0.01%
321
-1,252
2517
$8K ﹤0.01%
+150
2518
$8K ﹤0.01%
1,041
2519
$8K ﹤0.01%
215
+115
2520
$8K ﹤0.01%
256
2521
$8K ﹤0.01%
200
+182
2522
$8K ﹤0.01%
233
2523
$8K ﹤0.01%
145
2524
$8K ﹤0.01%
50
2525
$8K ﹤0.01%
+129
99 100
101
102 103