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
2826
$3K ﹤0.01%
74
+71
2827
– –
0
2828
$3K ﹤0.01%
221
2829
$3K ﹤0.01%
281
+10
2830
$3K ﹤0.01%
712
2831
$3K ﹤0.01%
+100
2832
$3K ﹤0.01%
447
+119
2833
$3K ﹤0.01%
190
-8,710
2834
$3K ﹤0.01%
234
+200
2835
$3K ﹤0.01%
1,200
2836
$3K ﹤0.01%
38
2837
$3K ﹤0.01%
+70
2838
$3K ﹤0.01%
150
2839
$3K ﹤0.01%
+25
2840
$3K ﹤0.01%
37
2841
$3K ﹤0.01%
207
2842
$3K ﹤0.01%
+181
2843
$3K ﹤0.01%
233
2844
$3K ﹤0.01%
495
2845
$3K ﹤0.01%
+370
2846
$3K ﹤0.01%
53
+28
2847
$3K ﹤0.01%
53
2848
$3K ﹤0.01%
100
2849
– –
0
2850
$3K ﹤0.01%
284
112 113
114
115 116