Creative Planning

Creative Planning Portfolio holdings

AUM $147B
1-Year Est. Return 18.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.77%
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
2626
$6K ﹤0.01%
5
2627
$6K ﹤0.01%
+200
2628
$6K ﹤0.01%
204
-152
2629
$6K ﹤0.01%
1,600
2630
$6K ﹤0.01%
600
2631
$6K ﹤0.01%
+1,000
2632
$6K ﹤0.01%
1,444
+600
2633
$6K ﹤0.01%
+200
2634
$6K ﹤0.01%
2,950
+2,000
2635
$6K ﹤0.01%
210
2636
$6K ﹤0.01%
+75
2637
$6K ﹤0.01%
800
2638
$6K ﹤0.01%
+108
2639
$6K ﹤0.01%
464
+64
2640
$6K ﹤0.01%
+1,000
2641
$6K ﹤0.01%
+500
2642
$6K ﹤0.01%
301
2643
$6K ﹤0.01%
+100
2644
$6K ﹤0.01%
1,000
-2,100
2645
$6K ﹤0.01%
77
2646
$6K ﹤0.01%
+104
2647
$6K ﹤0.01%
619
2648
$6K ﹤0.01%
+300
2649
$6K ﹤0.01%
+250
2650
$6K ﹤0.01%
400
+300
104 105
106
107 108