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
2926
$2K ﹤0.01%
86
+25
2927
$2K ﹤0.01%
32
2928
$2K ﹤0.01%
7
2929
$2K ﹤0.01%
123
2930
$2K ﹤0.01%
100
2931
$2K ﹤0.01%
107
2932
$2K ﹤0.01%
91
2933
$2K ﹤0.01%
110
2934
$2K ﹤0.01%
+105
2935
$2K ﹤0.01%
250
2936
$2K ﹤0.01%
38
2937
$2K ﹤0.01%
408
2938
$2K ﹤0.01%
1,306
2939
$2K ﹤0.01%
40
2940
$2K ﹤0.01%
61
-26
2941
$2K ﹤0.01%
107
2942
$2K ﹤0.01%
26
2943
$2K ﹤0.01%
206
+2
2944
$2K ﹤0.01%
1,085
+50
2945
– –
0
2946
$2K ﹤0.01%
+1,076
2947
$2K ﹤0.01%
29
-171
2948
$2K ﹤0.01%
+50
2949
$2K ﹤0.01%
400
2950
$2K ﹤0.01%
24
116 117
118
119 120