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
3001
$2K ﹤0.01%
358
-1
3002
$2K ﹤0.01%
400
3003
$2K ﹤0.01%
+25
3004
$2K ﹤0.01%
330
+300
3005
$2K ﹤0.01%
1,000
3006
$2K ﹤0.01%
1,000
3007
$2K ﹤0.01%
+933
3008
$2K ﹤0.01%
44
3009
$2K ﹤0.01%
300
3010
$2K ﹤0.01%
+100
3011
$2K ﹤0.01%
1,500
+500
3012
$2K ﹤0.01%
+700
3013
$1K ﹤0.01%
100
-1,000
3014
$1K ﹤0.01%
10
3015
$1K ﹤0.01%
140
3016
$1K ﹤0.01%
33
3017
$1K ﹤0.01%
13
3018
$1K ﹤0.01%
35
3019
$1K ﹤0.01%
+100
3020
$1K ﹤0.01%
+10
3021
$1K ﹤0.01%
30
-7,500
3022
$1K ﹤0.01%
310
3023
$1K ﹤0.01%
30
-65
3024
$1K ﹤0.01%
22
3025
$1K ﹤0.01%
65
119 120
121
122 123