Creative Planning

Creative Planning Portfolio holdings

AUM $140B
1-Year Est. Return 18.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
2526
$8K ﹤0.01%
145
2527
$8K ﹤0.01%
50
2528
$8K ﹤0.01%
+129
2529
$8K ﹤0.01%
1,042
2530
$8K ﹤0.01%
975
2531
$8K ﹤0.01%
300
+200
2532
$8K ﹤0.01%
+469
2533
$8K ﹤0.01%
600
+300
2534
$8K ﹤0.01%
274
-25
2535
$8K ﹤0.01%
+214
2536
$8K ﹤0.01%
800
2537
$8K ﹤0.01%
600
2538
$8K ﹤0.01%
111
+19
2539
$8K ﹤0.01%
100
2540
$8K ﹤0.01%
+200
2541
$8K ﹤0.01%
214
+128
2542
$8K ﹤0.01%
+533
2543
$8K ﹤0.01%
34
-71
2544
$8K ﹤0.01%
167
-53
2545
$8K ﹤0.01%
72
+60
2546
$8K ﹤0.01%
405
-1
2547
$8K ﹤0.01%
300
-650
2548
$8K ﹤0.01%
+182
2549
$8K ﹤0.01%
518
+85
2550
$8K ﹤0.01%
977
100 101
102
103 104