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
3076
$1K ﹤0.01%
2
3077
$1K ﹤0.01%
12
-38
3078
$1K ﹤0.01%
+53
3079
– –
0
3080
$1K ﹤0.01%
10
3081
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44
-16
3082
$1K ﹤0.01%
+3
3083
$1K ﹤0.01%
35
-100
3084
$1K ﹤0.01%
42
3085
$1K ﹤0.01%
37
3086
$1K ﹤0.01%
191
3087
$1K ﹤0.01%
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3088
$1K ﹤0.01%
40
3089
$1K ﹤0.01%
+50
3090
$1K ﹤0.01%
73
-36
3091
$1K ﹤0.01%
57
3092
$1K ﹤0.01%
200
3093
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100
3094
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138
-100
3095
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3096
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200
3097
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102
3098
$1K ﹤0.01%
142
-358
3099
$1K ﹤0.01%
54
-200
3100
$1K ﹤0.01%
78
122 123
124
125 126