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
3101
$1K ﹤0.01%
33
-167
3102
$1K ﹤0.01%
25
3103
$1K ﹤0.01%
100
3104
$1K ﹤0.01%
123
3105
$1K ﹤0.01%
150
3106
$1K ﹤0.01%
300
3107
$1K ﹤0.01%
175
+100
3108
$1K ﹤0.01%
100
3109
$1K ﹤0.01%
18
3110
$1K ﹤0.01%
600
3111
$1K ﹤0.01%
+34
3112
$1K ﹤0.01%
100
-400
3113
$1K ﹤0.01%
1,000
+500
3114
$1K ﹤0.01%
71
3115
$1K ﹤0.01%
+430
3116
$1K ﹤0.01%
400
3117
$1K ﹤0.01%
225
3118
$1K ﹤0.01%
50
3119
$1K ﹤0.01%
25
3120
$1K ﹤0.01%
100
3121
$1K ﹤0.01%
+200
3122
$1K ﹤0.01%
+10
3123
$1K ﹤0.01%
4,127
3124
$1K ﹤0.01%
2,000
3125
$1K ﹤0.01%
65
123 124
125
126 127