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
2801
$4K ﹤0.01%
800
+500
2802
$4K ﹤0.01%
200
2803
$4K ﹤0.01%
400
+300
2804
$4K ﹤0.01%
+70
2805
$4K ﹤0.01%
2,000
2806
$4K ﹤0.01%
1,000
-500
2807
$4K ﹤0.01%
117
+7
2808
$4K ﹤0.01%
95
2809
$4K ﹤0.01%
150
2810
$4K ﹤0.01%
+188
2811
$4K ﹤0.01%
2,795
2812
$4K ﹤0.01%
55
+1
2813
$4K ﹤0.01%
257
2814
$4K ﹤0.01%
566
2815
$4K ﹤0.01%
104
2816
$4K ﹤0.01%
100
2817
$4K ﹤0.01%
40
2818
$3K ﹤0.01%
60
2819
$3K ﹤0.01%
205
2820
$3K ﹤0.01%
66
2821
$3K ﹤0.01%
200
2822
$3K ﹤0.01%
120
2823
$3K ﹤0.01%
46
2824
$3K ﹤0.01%
109
+100
2825
$3K ﹤0.01%
+24
111 112
113
114 115