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
2701
$5K ﹤0.01%
178
+58
2702
$5K ﹤0.01%
400
2703
$5K ﹤0.01%
243
2704
$5K ﹤0.01%
191
-43
2705
$5K ﹤0.01%
500
+200
2706
$5K ﹤0.01%
500
2707
$5K ﹤0.01%
200
-153
2708
$5K ﹤0.01%
248
2709
$5K ﹤0.01%
2,000
-500
2710
$5K ﹤0.01%
+150
2711
$5K ﹤0.01%
275
-478
2712
$5K ﹤0.01%
206
-200
2713
$5K ﹤0.01%
1,200
2714
$5K ﹤0.01%
800
2715
$5K ﹤0.01%
+300
2716
$5K ﹤0.01%
+50
2717
$5K ﹤0.01%
400
2718
$5K ﹤0.01%
380
-380
2719
$5K ﹤0.01%
1,100
-50
2720
$5K ﹤0.01%
2,500
2721
$5K ﹤0.01%
32
2722
$5K ﹤0.01%
+278
2723
$5K ﹤0.01%
300
2724
$5K ﹤0.01%
750
2725
$5K ﹤0.01%
2,350
-450
107 108
109
110 111