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
301
$866K 0.02%
10,167
+1,010
302
$855K 0.02%
28,151
+1,551
303
$854K 0.02%
11,663
-638
304
$850K 0.02%
42,938
+100
305
$849K 0.02%
16,762
+5,224
306
$841K 0.02%
15,677
+2,548
307
$834K 0.02%
13,373
+2,746
308
$826K 0.02%
7,113
-2,020
309
$824K 0.02%
11,968
+1,748
310
$824K 0.02%
22,600
-595
311
$823K 0.02%
53,723
+976
312
$822K 0.02%
9,071
-193
313
$821K 0.02%
22,095
+200
314
$817K 0.02%
11,887
+1,098
315
$816K 0.02%
80,000
-1,850
316
$812K 0.02%
15,635
+290
317
$794K 0.02%
13,285
+1,351
318
$793K 0.02%
13,671
+525
319
$789K 0.02%
14,618
+3,315
320
$782K 0.02%
10,150
+601
321
$780K 0.02%
18,919
+367
322
$780K 0.02%
31,532
-1,886
323
$778K 0.02%
70,365
+11
324
$770K 0.02%
21,200
+4,712
325
$768K 0.02%
15,801
+5,346
11 12
13
14 15