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
3026
$1K ﹤0.01%
200
3027
$1K ﹤0.01%
36
-98
3028
$1K ﹤0.01%
1
3029
$1K ﹤0.01%
25
-49
3030
$1K ﹤0.01%
200
3031
$1K ﹤0.01%
+33
3032
$1K ﹤0.01%
80
3033
$1K ﹤0.01%
+80
3034
$1K ﹤0.01%
+25
3035
$1K ﹤0.01%
+200
3036
$1K ﹤0.01%
30
3037
$1K ﹤0.01%
+100
3038
$1K ﹤0.01%
79
3039
$1K ﹤0.01%
109
3040
$1K ﹤0.01%
+300
3041
$1K ﹤0.01%
7
3042
$1K ﹤0.01%
+83
3043
$1K ﹤0.01%
40
3044
$1K ﹤0.01%
235
3045
$1K ﹤0.01%
+50
3046
$1K ﹤0.01%
22
-10
3047
$1K ﹤0.01%
+50
3048
$1K ﹤0.01%
14
3049
$1K ﹤0.01%
372
3050
$1K ﹤0.01%
+1
120 121
122
123 124