Creative Planning

Creative Planning Portfolio holdings

AUM $140B
1-Year Est. Return 18.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
2676
$5K ﹤0.01%
640
-100
2677
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893
2678
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500
2679
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218
2680
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207
-1,156
2681
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+1
2682
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500
2683
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+200
2684
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+401
2685
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172
2686
$5K ﹤0.01%
583
+470
2687
$5K ﹤0.01%
657
-784
2688
$5K ﹤0.01%
+100
2689
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78
2690
$5K ﹤0.01%
+129
2691
$5K ﹤0.01%
299
+1
2692
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106
2693
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450
+150
2694
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+401
2695
$5K ﹤0.01%
179
-594
2696
$5K ﹤0.01%
62
2697
$5K ﹤0.01%
255
+14
2698
$5K ﹤0.01%
+35
2699
$5K ﹤0.01%
233
-782
2700
$5K ﹤0.01%
225
-150
106 107
108
109 110