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%
+100
2902
$3K ﹤0.01%
200
2903
$3K ﹤0.01%
250
2904
$3K ﹤0.01%
+228
2905
$3K ﹤0.01%
109
+100
2906
$3K ﹤0.01%
25
2907
$3K ﹤0.01%
189
2908
$3K ﹤0.01%
1,100
2909
$3K ﹤0.01%
+500
2910
$2K ﹤0.01%
+100
2911
$2K ﹤0.01%
110
2912
$2K ﹤0.01%
72
+30
2913
$2K ﹤0.01%
+100
2914
$2K ﹤0.01%
1,400
-100
2915
$2K ﹤0.01%
+4
2916
$2K ﹤0.01%
500
2917
$2K ﹤0.01%
30
2918
$2K ﹤0.01%
265
2919
$2K ﹤0.01%
228
2920
$2K ﹤0.01%
+150
2921
$2K ﹤0.01%
40
-316
2922
$2K ﹤0.01%
142
-100
2923
$2K ﹤0.01%
99
2924
$2K ﹤0.01%
22
2925
$2K ﹤0.01%
79
-320
115 116
117
118 119