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
2876
$3K ﹤0.01%
100
2877
$3K ﹤0.01%
10
2878
$3K ﹤0.01%
1,000
2879
$3K ﹤0.01%
250
2880
$3K ﹤0.01%
250
2881
$3K ﹤0.01%
134
2882
$3K ﹤0.01%
300
2883
$3K ﹤0.01%
200
2884
$3K ﹤0.01%
+100
2885
$3K ﹤0.01%
+35
2886
$3K ﹤0.01%
25
2887
$3K ﹤0.01%
189
2888
$3K ﹤0.01%
1,100
2889
$3K ﹤0.01%
+500
2890
$3K ﹤0.01%
300
2891
$3K ﹤0.01%
200
2892
$3K ﹤0.01%
+250
2893
$3K ﹤0.01%
75
2894
$3K ﹤0.01%
417
+8
2895
$3K ﹤0.01%
48,899
2896
$3K ﹤0.01%
67
2897
$3K ﹤0.01%
500
+200
2898
$3K ﹤0.01%
100
2899
$3K ﹤0.01%
330
2900
$3K ﹤0.01%
217
114 115
116
117 118