Creative Planning

Creative Planning Portfolio holdings

AUM $140B
1-Year Est. Return 18.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
+$73.7M
2
+$53.9M
3
+$46M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$37.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$33.7M

Top Sells

1
+$10.3M
2
+$8.28M
3
+$6.77M
4
SLV icon
iShares Silver Trust
SLV
+$5.88M
5
BP icon
BP
BP
+$3.81M

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
2826
$3K ﹤0.01%
281
+10
2827
$3K ﹤0.01%
712
2828
$3K ﹤0.01%
+100
2829
$3K ﹤0.01%
447
+119
2830
$3K ﹤0.01%
190
-8,710
2831
$3K ﹤0.01%
234
+200
2832
$3K ﹤0.01%
1,200
2833
$3K ﹤0.01%
38
2834
$3K ﹤0.01%
+70
2835
$3K ﹤0.01%
205
2836
$3K ﹤0.01%
150
2837
$3K ﹤0.01%
+25
2838
$3K ﹤0.01%
37
2839
$3K ﹤0.01%
207
2840
$3K ﹤0.01%
+181
2841
$3K ﹤0.01%
233
2842
$3K ﹤0.01%
495
2843
$3K ﹤0.01%
+370
2844
$3K ﹤0.01%
53
+28
2845
$3K ﹤0.01%
53
2846
$3K ﹤0.01%
100
2847
– –
0
2848
$3K ﹤0.01%
284
2849
$3K ﹤0.01%
133
-500
2850
$3K ﹤0.01%
125
112 113
114
115 116