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
326
$759K 0.02%
8,903
+5,191
327
$756K 0.02%
90,338
+22,692
328
$752K 0.01%
9,442
+3,454
329
$751K 0.01%
33,715
-4,899
330
$751K 0.01%
17,777
+2,864
331
$749K 0.01%
7,337
-1,452
332
$743K 0.01%
14,710
+480
333
$740K 0.01%
18,089
+5,436
334
$738K 0.01%
6,972
+670
335
$733K 0.01%
48,255
+7,488
336
$727K 0.01%
11,349
+6,815
337
$725K 0.01%
11,903
-680
338
$724K 0.01%
13,123
+2,093
339
$723K 0.01%
20,780
+3,684
340
$722K 0.01%
8,641
-193
341
$720K 0.01%
29,047
+4,026
342
$718K 0.01%
91,395
+2,555
343
$717K 0.01%
13,816
-3,464
344
$715K 0.01%
25,342
+556
345
$707K 0.01%
18,536
346
$706K 0.01%
10,018
-1,278
347
$701K 0.01%
21,461
348
$699K 0.01%
44,668
+6,820
349
$699K 0.01%
8,765
+2,090
350
$698K 0.01%
4,123
+425
12 13
14
15 16