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
2651
$6K ﹤0.01%
+150
2652
$6K ﹤0.01%
163
2653
$6K ﹤0.01%
61
2654
$6K ﹤0.01%
200
2655
$6K ﹤0.01%
+1,000
2656
$6K ﹤0.01%
+300
2657
$6K ﹤0.01%
116
2658
$6K ﹤0.01%
159
2659
$6K ﹤0.01%
2,515
+874
2660
$6K ﹤0.01%
1,444
+600
2661
$6K ﹤0.01%
+200
2662
$6K ﹤0.01%
200
-300
2663
$6K ﹤0.01%
500
2664
$6K ﹤0.01%
2,950
+2,000
2665
$6K ﹤0.01%
1,000
-3,500
2666
$5K ﹤0.01%
206
2667
$5K ﹤0.01%
249
2668
$5K ﹤0.01%
500
2669
$5K ﹤0.01%
776
+234
2670
$5K ﹤0.01%
600
2671
$5K ﹤0.01%
273
2672
$5K ﹤0.01%
640
-100
2673
$5K ﹤0.01%
893
2674
$5K ﹤0.01%
500
2675
$5K ﹤0.01%
218
105 106
107
108 109