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
2876
$3K ﹤0.01%
100
2877
$3K ﹤0.01%
445
2878
$3K ﹤0.01%
+228
2879
$3K ﹤0.01%
143
+17
2880
$3K ﹤0.01%
100
2881
$3K ﹤0.01%
10
2882
$3K ﹤0.01%
1,000
2883
$3K ﹤0.01%
250
2884
$3K ﹤0.01%
250
2885
$3K ﹤0.01%
+200
2886
$3K ﹤0.01%
134
2887
$3K ﹤0.01%
1,000
2888
$3K ﹤0.01%
59
2889
$3K ﹤0.01%
300
2890
$3K ﹤0.01%
200
2891
$3K ﹤0.01%
+100
2892
$3K ﹤0.01%
+100
2893
$3K ﹤0.01%
200
2894
$3K ﹤0.01%
+35
2895
$3K ﹤0.01%
25
2896
$3K ﹤0.01%
189
2897
$3K ﹤0.01%
1,100
2898
$3K ﹤0.01%
+500
2899
$3K ﹤0.01%
300
2900
$3K ﹤0.01%
200
114 115
116
117 118