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
251
$1.05M 0.02%
5,206
+450
252
$1.05M 0.02%
29,578
+1,119
253
$1.05M 0.02%
13,558
+1,050
254
$1.04M 0.02%
10,945
+670
255
$1.04M 0.02%
18,669
+459
256
$1.04M 0.02%
16,126
-1,195
257
$1.03M 0.02%
59,260
+19,686
258
$1.03M 0.02%
34,656
259
$1.02M 0.02%
17,937
+1,726
260
$1.01M 0.02%
31,420
+3,282
261
$1.01M 0.02%
19,902
+3,066
262
$993K 0.02%
12,679
+1,891
263
$993K 0.02%
20,000
+13,000
264
$992K 0.02%
50,064
+3,933
265
$991K 0.02%
21,192
-1,629
266
$990K 0.02%
23,130
+5,724
267
$986K 0.02%
7,101
268
$964K 0.02%
31,938
+1,963
269
$957K 0.02%
39,236
-88
270
$955K 0.02%
29,536
+552
271
$951K 0.02%
12,830
+1,845
272
$949K 0.02%
42,468
+8,520
273
$946K 0.02%
7,663
+170
274
$946K 0.02%
27,637
+1,157
275
$943K 0.02%
34,170
+2,766
9 10
11
12 13