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
2951
$2K ﹤0.01%
107
2952
$2K ﹤0.01%
91
2953
$2K ﹤0.01%
110
2954
$2K ﹤0.01%
61
-26
2955
$2K ﹤0.01%
107
2956
$2K ﹤0.01%
26
2957
$2K ﹤0.01%
206
+2
2958
$2K ﹤0.01%
1,085
+50
2959
– –
0
2960
$2K ﹤0.01%
+1,076
2961
$2K ﹤0.01%
29
-171
2962
$2K ﹤0.01%
+50
2963
$2K ﹤0.01%
400
2964
$2K ﹤0.01%
24
2965
$2K ﹤0.01%
9
+4
2966
$2K ﹤0.01%
+50
2967
$2K ﹤0.01%
+100
2968
$2K ﹤0.01%
100
2969
$2K ﹤0.01%
96
2970
$2K ﹤0.01%
300
2971
$2K ﹤0.01%
52
2972
$2K ﹤0.01%
100
2973
$2K ﹤0.01%
150
2974
$2K ﹤0.01%
43
2975
$2K ﹤0.01%
61
117 118
119
120 121