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
2751
$4K ﹤0.01%
+200
2752
$4K ﹤0.01%
432
2753
$4K ﹤0.01%
60
2754
$4K ﹤0.01%
105
2755
$4K ﹤0.01%
440
2756
$4K ﹤0.01%
+400
2757
$4K ﹤0.01%
153
2758
$4K ﹤0.01%
216
-242
2759
$4K ﹤0.01%
53
2760
$4K ﹤0.01%
+100
2761
$4K ﹤0.01%
101
-46
2762
$4K ﹤0.01%
10
2763
$4K ﹤0.01%
+76
2764
$4K ﹤0.01%
109
2765
$4K ﹤0.01%
233
2766
$4K ﹤0.01%
+400
2767
$4K ﹤0.01%
+400
2768
$4K ﹤0.01%
3
2769
$4K ﹤0.01%
43
2770
$4K ﹤0.01%
155
+125
2771
$4K ﹤0.01%
175
2772
$4K ﹤0.01%
+314
2773
$4K ﹤0.01%
60
2774
$4K ﹤0.01%
+2,077
2775
$4K ﹤0.01%
250
109 110
111
112 113