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
451
$501K 0.01%
6,353
+2,010
452
$501K 0.01%
84,062
-34,450
453
$499K 0.01%
10,833
+6,002
454
$499K 0.01%
12,750
-560
455
$498K 0.01%
13,442
+5,505
456
$496K 0.01%
41,855
+6,900
457
$493K 0.01%
101
-12
458
$489K 0.01%
38,925
+38,800
459
$487K 0.01%
5,709
-95
460
$485K 0.01%
10,357
+598
461
$484K 0.01%
19,274
-256
462
$480K 0.01%
75,426
+49,064
463
$477K 0.01%
14,358
+3,762
464
$476K 0.01%
8,010
+319
465
$474K 0.01%
55,755
+5,325
466
$466K 0.01%
10,910
-390
467
$465K 0.01%
8,520
+965
468
$464K 0.01%
12,147
+19
469
$463K 0.01%
7,741
+17
470
$463K 0.01%
39,882
+15,516
471
$462K 0.01%
29,603
-3,602
472
$461K 0.01%
13,710
+250
473
$461K 0.01%
5,703
+639
474
$458K 0.01%
4,108
+217
475
$456K 0.01%
18,396
-60
17 18
19
20 21