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
2901
$3K ﹤0.01%
+250
2902
$3K ﹤0.01%
75
2903
$3K ﹤0.01%
417
+8
2904
$3K ﹤0.01%
48,899
2905
$3K ﹤0.01%
67
2906
$3K ﹤0.01%
500
+200
2907
$3K ﹤0.01%
100
2908
$3K ﹤0.01%
330
2909
$3K ﹤0.01%
217
2910
$2K ﹤0.01%
+105
2911
$2K ﹤0.01%
250
2912
$2K ﹤0.01%
38
2913
$2K ﹤0.01%
408
2914
$2K ﹤0.01%
1,306
2915
$2K ﹤0.01%
40
2916
$2K ﹤0.01%
63
2917
$2K ﹤0.01%
+75
2918
$2K ﹤0.01%
123
2919
$2K ﹤0.01%
83
2920
$2K ﹤0.01%
87
2921
$2K ﹤0.01%
50
-1,950
2922
$2K ﹤0.01%
811
2923
$2K ﹤0.01%
7
2924
$2K ﹤0.01%
+100
2925
$2K ﹤0.01%
110
115 116
117
118 119