Creative Planning

Creative Planning Portfolio holdings

AUM $140B
1-Year Est. Return 18.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.06%
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
+$73.7M
2
+$53.9M
3
+$46M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$37.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$33.7M

Top Sells

1
+$10.3M
2
+$8.28M
3
+$6.77M
4
SLV icon
iShares Silver Trust
SLV
+$5.88M
5
BP icon
BP
BP
+$3.81M

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
3076
$1K ﹤0.01%
2
3077
$1K ﹤0.01%
44
-16
3078
$1K ﹤0.01%
+3
3079
$1K ﹤0.01%
42
3080
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58
3081
$1K ﹤0.01%
40
3082
$1K ﹤0.01%
+50
3083
$1K ﹤0.01%
73
-36
3084
$1K ﹤0.01%
+25
3085
$1K ﹤0.01%
57
3086
$1K ﹤0.01%
200
3087
$1K ﹤0.01%
100
3088
$1K ﹤0.01%
138
-100
3089
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42
3090
$1K ﹤0.01%
200
3091
$1K ﹤0.01%
102
3092
$1K ﹤0.01%
142
-358
3093
$1K ﹤0.01%
54
-200
3094
$1K ﹤0.01%
78
3095
$1K ﹤0.01%
33
-167
3096
$1K ﹤0.01%
25
3097
$1K ﹤0.01%
100
3098
$1K ﹤0.01%
123
3099
$1K ﹤0.01%
150
3100
$1K ﹤0.01%
300
122 123
124
125 126