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
2726
$5K ﹤0.01%
+400
2727
$5K ﹤0.01%
+400
2728
$5K ﹤0.01%
1,000
2729
$5K ﹤0.01%
201
-1,496
2730
$5K ﹤0.01%
200
2731
$5K ﹤0.01%
+1,516
2732
$4K ﹤0.01%
188
2733
$4K ﹤0.01%
97
2734
$4K ﹤0.01%
102
2735
$4K ﹤0.01%
100
2736
$4K ﹤0.01%
756
2737
$4K ﹤0.01%
+125
2738
$4K ﹤0.01%
+1,000
2739
$4K ﹤0.01%
200
2740
$4K ﹤0.01%
153
2741
$4K ﹤0.01%
+155
2742
$4K ﹤0.01%
137
2743
$4K ﹤0.01%
200
2744
$4K ﹤0.01%
171
2745
$4K ﹤0.01%
1,151
2746
$4K ﹤0.01%
208
2747
$4K ﹤0.01%
+200
2748
$4K ﹤0.01%
361
-3,366
2749
$4K ﹤0.01%
53
-400
2750
$4K ﹤0.01%
+202
108 109
110
111 112