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
276
$941K 0.02%
23,114
+21,013
277
$934K 0.02%
16,626
-246
278
$934K 0.02%
13,042
+1,940
279
$934K 0.02%
18,466
+11,036
280
$930K 0.02%
15,338
+10,319
281
$924K 0.02%
7,248
+2,159
282
$924K 0.02%
8,135
+414
283
$922K 0.02%
8,054
+561
284
$921K 0.02%
64,071
-568
285
$919K 0.02%
46,668
+1,800
286
$917K 0.02%
27,838
+1,738
287
$915K 0.02%
25,136
+4,246
288
$914K 0.02%
8,634
+6,975
289
$913K 0.02%
5,545
+110
290
$906K 0.02%
28,872
+65
291
$905K 0.02%
8,218
+1,009
292
$894K 0.02%
+52,000
293
$893K 0.02%
64,971
+14,195
294
$892K 0.02%
57,253
-4,271
295
$892K 0.02%
110,959
-2,450
296
$881K 0.02%
47,323
+10,849
297
$879K 0.02%
29,141
-415
298
$875K 0.02%
91,793
+1,738
299
$875K 0.02%
66,970
+20,000
300
$872K 0.02%
70,700
+15,500
10 11
12
13 14