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
2551
$8K ﹤0.01%
300
-650
2552
$8K ﹤0.01%
+182
2553
$8K ﹤0.01%
518
+85
2554
$8K ﹤0.01%
977
2555
$8K ﹤0.01%
+1,000
2556
$8K ﹤0.01%
111
2557
$8K ﹤0.01%
696
-2,075
2558
$8K ﹤0.01%
1,200
2559
$8K ﹤0.01%
2,000
2560
$8K ﹤0.01%
300
2561
$8K ﹤0.01%
+1,000
2562
$8K ﹤0.01%
667
2563
$8K ﹤0.01%
2,000
2564
$7K ﹤0.01%
130
2565
$7K ﹤0.01%
183
2566
$7K ﹤0.01%
+400
2567
$7K ﹤0.01%
1,787
-232
2568
$7K ﹤0.01%
106
+80
2569
$7K ﹤0.01%
+1,438
2570
$7K ﹤0.01%
175
-144
2571
$7K ﹤0.01%
+506
2572
$7K ﹤0.01%
428
2573
$7K ﹤0.01%
+1,184
2574
$7K ﹤0.01%
76
2575
$7K ﹤0.01%
400
-600
101 102
103
104 105