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
2676
$5K ﹤0.01%
207
-1,156
2677
$5K ﹤0.01%
+1
2678
$5K ﹤0.01%
+200
2679
$5K ﹤0.01%
+401
2680
$5K ﹤0.01%
172
2681
$5K ﹤0.01%
583
+470
2682
$5K ﹤0.01%
657
-784
2683
$5K ﹤0.01%
+100
2684
$5K ﹤0.01%
78
2685
$5K ﹤0.01%
+129
2686
$5K ﹤0.01%
299
+1
2687
$5K ﹤0.01%
106
2688
$5K ﹤0.01%
450
+150
2689
$5K ﹤0.01%
+401
2690
$5K ﹤0.01%
179
-594
2691
$5K ﹤0.01%
62
2692
$5K ﹤0.01%
255
+14
2693
$5K ﹤0.01%
+300
2694
$5K ﹤0.01%
+35
2695
$5K ﹤0.01%
233
-782
2696
$5K ﹤0.01%
225
-150
2697
$5K ﹤0.01%
169
2698
– –
0
2699
$5K ﹤0.01%
150
2700
$5K ﹤0.01%
288
+88
106 107
108
109 110