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
2776
$4K ﹤0.01%
100
2777
$4K ﹤0.01%
500
-200
2778
$4K ﹤0.01%
112
2779
$4K ﹤0.01%
38
+31
2780
$4K ﹤0.01%
115
2781
$4K ﹤0.01%
232
-920
2782
$4K ﹤0.01%
+100
2783
$4K ﹤0.01%
+189
2784
$4K ﹤0.01%
196
-405
2785
$4K ﹤0.01%
51
2786
$4K ﹤0.01%
488
+381
2787
$4K ﹤0.01%
+500
2788
$4K ﹤0.01%
200
2789
$4K ﹤0.01%
250
2790
$4K ﹤0.01%
200
-100
2791
$4K ﹤0.01%
+414
2792
$4K ﹤0.01%
+400
2793
$4K ﹤0.01%
323
-994
2794
$4K ﹤0.01%
177
2795
$4K ﹤0.01%
585
-2,665
2796
– –
0
2797
$4K ﹤0.01%
2,000
2798
$4K ﹤0.01%
350
2799
$4K ﹤0.01%
100
2800
$4K ﹤0.01%
725
110 111
112
113 114