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
401
$589K 0.01%
5,821
+1,405
402
$587K 0.01%
18,240
+6,398
403
$587K 0.01%
23,723
+3,782
404
$586K 0.01%
8,840
-500
405
$582K 0.01%
16,079
+3,781
406
$581K 0.01%
6,340
-475
407
$580K 0.01%
66,636
+15,318
408
$578K 0.01%
8,411
+1,024
409
$578K 0.01%
18,164
+3,787
410
$576K 0.01%
61,494
+9,797
411
$572K 0.01%
13,593
+3,908
412
$572K 0.01%
10,534
+242
413
$568K 0.01%
15,874
+3,789
414
$567K 0.01%
3,684
-174
415
$565K 0.01%
504
-250
416
$562K 0.01%
+90,441
417
$562K 0.01%
2,616
+309
418
$560K 0.01%
36,511
+9,848
419
$559K 0.01%
+43,688
420
$559K 0.01%
7,962
+2,605
421
$558K 0.01%
13,313
-149
422
$556K 0.01%
17,458
+520
423
$548K 0.01%
29,920
-8,189
424
$545K 0.01%
31,103
+5,392
425
$545K 0.01%
14,526
-82
15 16
17
18 19