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
2576
$7K ﹤0.01%
290
-116
2577
$7K ﹤0.01%
+3,000
2578
$7K ﹤0.01%
500
2579
$7K ﹤0.01%
300
2580
$7K ﹤0.01%
303
2581
$7K ﹤0.01%
+50
2582
$7K ﹤0.01%
1,200
+200
2583
$7K ﹤0.01%
500
2584
$7K ﹤0.01%
525
+5
2585
$7K ﹤0.01%
200
-200
2586
$7K ﹤0.01%
1,471
+900
2587
$7K ﹤0.01%
1,317
-10,860
2588
$7K ﹤0.01%
500
2589
$7K ﹤0.01%
200
2590
$7K ﹤0.01%
236
2591
$7K ﹤0.01%
+900
2592
$7K ﹤0.01%
1,000
2593
$7K ﹤0.01%
4,089
2594
$7K ﹤0.01%
410
2595
$7K ﹤0.01%
+300
2596
$7K ﹤0.01%
33
+26
2597
$7K ﹤0.01%
519
+219
2598
$7K ﹤0.01%
2,900
2599
$7K ﹤0.01%
+1,500
2600
$7K ﹤0.01%
+300
102 103
104
105 106