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
501
$411K 0.01%
6,271
-4,008
502
$406K 0.01%
19,881
+300
503
$406K 0.01%
3,371
+510
504
$405K 0.01%
16,435
+12,200
505
$403K 0.01%
5,165
+1,637
506
$403K 0.01%
3,497
507
$400K 0.01%
9,558
-873
508
$396K 0.01%
7,599
+1,705
509
$394K 0.01%
16,139
+4,977
510
$394K 0.01%
15,804
-3,665
511
$393K 0.01%
23,724
+16
512
$389K 0.01%
8,259
+836
513
$388K 0.01%
29,690
-3,736
514
$387K 0.01%
4,924
+147
515
$384K 0.01%
5,575
-901
516
$384K 0.01%
1,692
+648
517
$383K 0.01%
16,421
+236
518
$381K 0.01%
16,798
+14,615
519
$381K 0.01%
7,333
520
$381K 0.01%
14,653
+2,849
521
$379K 0.01%
3,884
+520
522
$377K 0.01%
11,860
-144
523
$376K 0.01%
28,315
-33,600
524
$376K 0.01%
9,518
+696
525
$375K 0.01%
3,438
-361
19 20
21
22 23