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
351
$696K 0.01%
12,838
+4,328
352
$694K 0.01%
9,577
+2,522
353
$694K 0.01%
5,423
+3,237
354
$685K 0.01%
16,686
+1,490
355
$685K 0.01%
27,132
+244
356
$682K 0.01%
4,933
+4,045
357
$677K 0.01%
7,315
+941
358
$676K 0.01%
7,238
+1,155
359
$676K 0.01%
10,303
+243
360
$667K 0.01%
17,309
+498
361
$660K 0.01%
8,529
-53
362
$658K 0.01%
28,463
+2,242
363
$658K 0.01%
15,205
+7,060
364
$652K 0.01%
19,105
+5,268
365
$649K 0.01%
13,532
+12,217
366
$644K 0.01%
13,774
+6,559
367
$642K 0.01%
4,601
+282
368
$641K 0.01%
6,880
+1,990
369
$641K 0.01%
62,063
+61,363
370
$639K 0.01%
13,220
+2,010
371
$639K 0.01%
12,563
372
$639K 0.01%
10,203
+35
373
$637K 0.01%
38,748
+6,760
374
$637K 0.01%
5,861
-374
375
$636K 0.01%
14,663
+781
13 14
15
16 17