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
3101
$1K ﹤0.01%
175
+100
3102
$1K ﹤0.01%
100
3103
$1K ﹤0.01%
18
3104
$1K ﹤0.01%
600
3105
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+34
3106
$1K ﹤0.01%
100
-400
3107
$1K ﹤0.01%
1,000
+500
3108
$1K ﹤0.01%
71
3109
$1K ﹤0.01%
+430
3110
$1K ﹤0.01%
400
3111
$1K ﹤0.01%
225
3112
$1K ﹤0.01%
50
3113
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25
3114
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100
3115
$1K ﹤0.01%
+200
3116
$1K ﹤0.01%
+10
3117
$1K ﹤0.01%
+100
3118
$1K ﹤0.01%
4,127
3119
$1K ﹤0.01%
2,000
3120
$1K ﹤0.01%
65
3121
$1K ﹤0.01%
32
3122
$1K ﹤0.01%
159
3123
$1K ﹤0.01%
200
3124
$1K ﹤0.01%
100
-98
3125
$1K ﹤0.01%
130
-70
123 124
125
126 127