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
476
$455K 0.01%
9,065
+800
477
$454K 0.01%
60,333
-8,245
478
$444K 0.01%
10,312
-604
479
$443K 0.01%
9,459
+2,875
480
$440K 0.01%
11,057
+3,046
481
$438K 0.01%
12,176
+3,494
482
$438K 0.01%
4,166
+492
483
$437K 0.01%
15,906
-5,637
484
$436K 0.01%
10,715
+217
485
$436K 0.01%
23,993
+4,226
486
$434K 0.01%
1,386
+656
487
$432K 0.01%
7,825
+263
488
$431K 0.01%
15,809
+7,646
489
$431K 0.01%
8,330
+1,230
490
$431K 0.01%
1,751
+1,370
491
$429K 0.01%
16,651
+246
492
$428K 0.01%
13,764
+1,150
493
$425K 0.01%
+34,679
494
$424K 0.01%
16,281
+12,670
495
$422K 0.01%
35,322
+5,555
496
$422K 0.01%
9,777
497
$419K 0.01%
19,222
+3,969
498
$416K 0.01%
6,630
+2,039
499
$413K 0.01%
15,000
500
$411K 0.01%
9,432
+326
18 19
20
21 22