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
2976
$2K ﹤0.01%
+90
2977
$2K ﹤0.01%
201
+192
2978
$2K ﹤0.01%
+173
2979
$2K ﹤0.01%
1,179
+1,000
2980
$2K ﹤0.01%
+300
2981
$2K ﹤0.01%
42
2982
$2K ﹤0.01%
200
2983
$2K ﹤0.01%
100
2984
$2K ﹤0.01%
600
2985
$2K ﹤0.01%
500
2986
$2K ﹤0.01%
130
2987
$2K ﹤0.01%
600
-11,940
2988
$2K ﹤0.01%
40
2989
$2K ﹤0.01%
+200
2990
$2K ﹤0.01%
1,100
2991
$2K ﹤0.01%
200
2992
$2K ﹤0.01%
100
2993
$2K ﹤0.01%
150
2994
$2K ﹤0.01%
307
2995
$2K ﹤0.01%
717
2996
$2K ﹤0.01%
+100
2997
$2K ﹤0.01%
73
2998
$2K ﹤0.01%
+40
2999
$2K ﹤0.01%
40
3000
$2K ﹤0.01%
2,210
118 119
120
121 122