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
426
$537K 0.01%
9,180
+1,439
427
$534K 0.01%
6,944
+1,282
428
$534K 0.01%
31,530
-420
429
$533K 0.01%
19,053
-7,935
430
$531K 0.01%
12,133
+105
431
$531K 0.01%
4,851
-5,589
432
$528K 0.01%
12,628
-4,083
433
$528K 0.01%
6,844
+806
434
$527K 0.01%
28,643
-6,107
435
$526K 0.01%
13,262
+13
436
$520K 0.01%
30,775
-880
437
$518K 0.01%
26,546
+1,936
438
$516K 0.01%
9,176
+560
439
$515K 0.01%
+22,044
440
$513K 0.01%
46,566
+41,449
441
$513K 0.01%
60,182
-7,550
442
$513K 0.01%
12,786
+2,631
443
$511K 0.01%
16,326
+7,318
444
$510K 0.01%
5,566
-640
445
$508K 0.01%
54,121
+24,595
446
$508K 0.01%
14,870
-2,905
447
$505K 0.01%
11,116
+995
448
$505K 0.01%
10,837
+1,554
449
$505K 0.01%
12,496
-4
450
$502K 0.01%
13,530
+8,392
16 17
18
19 20