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
2626
$6K ﹤0.01%
200
+150
2627
$6K ﹤0.01%
400
2628
$6K ﹤0.01%
501
-630
2629
$6K ﹤0.01%
200
-30
2630
$6K ﹤0.01%
222
2631
$6K ﹤0.01%
552
+7
2632
$6K ﹤0.01%
94
2633
$6K ﹤0.01%
77
2634
$6K ﹤0.01%
+104
2635
$6K ﹤0.01%
200
2636
$6K ﹤0.01%
5,000
2637
$6K ﹤0.01%
+300
2638
$6K ﹤0.01%
619
2639
$6K ﹤0.01%
+300
2640
$6K ﹤0.01%
+250
2641
$6K ﹤0.01%
160
+60
2642
$6K ﹤0.01%
+616
2643
$6K ﹤0.01%
400
+300
2644
$6K ﹤0.01%
+200
2645
$6K ﹤0.01%
181
2646
$6K ﹤0.01%
5
2647
$6K ﹤0.01%
+200
2648
$6K ﹤0.01%
204
-152
2649
$6K ﹤0.01%
1,600
2650
$6K ﹤0.01%
600
104 105
106
107 108