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
376
$636K 0.01%
6,901
+522
377
$634K 0.01%
11,791
+6,536
378
$632K 0.01%
2,624
-461
379
$630K 0.01%
23,375
+6,385
380
$629K 0.01%
12,179
-3,800
381
$628K 0.01%
18,023
-719
382
$625K 0.01%
48,450
-65,670
383
$622K 0.01%
34,660
-12,335
384
$621K 0.01%
15,060
+977
385
$620K 0.01%
33,597
-1,463
386
$618K 0.01%
23,405
387
$618K 0.01%
4,860
+1,057
388
$617K 0.01%
7,546
+1,874
389
$616K 0.01%
26,233
-3,244
390
$613K 0.01%
11,992
+1,718
391
$612K 0.01%
2,365
392
$608K 0.01%
12,396
+1,336
393
$608K 0.01%
58,254
+255
394
$602K 0.01%
93,065
+1,239
395
$602K 0.01%
53,875
+10,159
396
$594K 0.01%
21,083
-507
397
$594K 0.01%
4,405
-320
398
$593K 0.01%
+176,012
399
$591K 0.01%
3,770
-77
400
$590K 0.01%
6,523
-577
14 15
16
17 18