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
2851
$3K ﹤0.01%
133
-500
2852
$3K ﹤0.01%
125
2853
$3K ﹤0.01%
240
2854
$3K ﹤0.01%
60
2855
$3K ﹤0.01%
380
+310
2856
$3K ﹤0.01%
+171
2857
$3K ﹤0.01%
204
2858
$3K ﹤0.01%
201
+1
2859
$3K ﹤0.01%
+500
2860
$3K ﹤0.01%
+300
2861
$3K ﹤0.01%
152
+106
2862
$3K ﹤0.01%
+200
2863
$3K ﹤0.01%
100
-2,000
2864
$3K ﹤0.01%
205
2865
$3K ﹤0.01%
500
2866
$3K ﹤0.01%
+100
2867
$3K ﹤0.01%
103
2868
$3K ﹤0.01%
122
2869
$3K ﹤0.01%
76
-150
2870
$3K ﹤0.01%
+30
2871
$3K ﹤0.01%
125
2872
$3K ﹤0.01%
53
2873
$3K ﹤0.01%
124
2874
$3K ﹤0.01%
158
2875
$3K ﹤0.01%
+100
113 114
115
116 117