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
3051
$1K ﹤0.01%
10
3052
$1K ﹤0.01%
44
-16
3053
$1K ﹤0.01%
+3
3054
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35
-100
3055
$1K ﹤0.01%
42
3056
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37
3057
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200
3058
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191
3059
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58
3060
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40
3061
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+50
3062
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73
-36
3063
$1K ﹤0.01%
+200
3064
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57
3065
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200
3066
$1K ﹤0.01%
100
3067
$1K ﹤0.01%
138
-100
3068
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3069
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200
3070
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102
3071
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142
-358
3072
$1K ﹤0.01%
54
-200
3073
$1K ﹤0.01%
78
3074
$1K ﹤0.01%
33
-167
3075
$1K ﹤0.01%
25
121 122
123
124 125