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
2901
$3K ﹤0.01%
+100
2902
$3K ﹤0.01%
+200
2903
$3K ﹤0.01%
445
2904
$3K ﹤0.01%
1,000
2905
$3K ﹤0.01%
59
2906
$3K ﹤0.01%
+100
2907
$3K ﹤0.01%
200
2908
$3K ﹤0.01%
109
+100
2909
$2K ﹤0.01%
86
+25
2910
$2K ﹤0.01%
330
+300
2911
$2K ﹤0.01%
228
2912
$2K ﹤0.01%
+150
2913
$2K ﹤0.01%
+50
2914
$2K ﹤0.01%
400
2915
$2K ﹤0.01%
24
2916
$2K ﹤0.01%
83
2917
$2K ﹤0.01%
+100
2918
$2K ﹤0.01%
110
2919
$2K ﹤0.01%
72
+30
2920
$2K ﹤0.01%
+100
2921
$2K ﹤0.01%
1,400
-100
2922
$2K ﹤0.01%
+4
2923
$2K ﹤0.01%
500
2924
$2K ﹤0.01%
30
2925
$2K ﹤0.01%
265
115 116
117
118 119