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
526
$375K 0.01%
11,404
+1,696
527
$374K 0.01%
10,211
+99
528
$371K 0.01%
19,550
+14,500
529
$364K 0.01%
8,923
+7
530
$364K 0.01%
6,110
-721
531
$363K 0.01%
30,100
532
$363K 0.01%
31,458
+168
533
$363K 0.01%
4,364
+4,164
534
$362K 0.01%
24,855
+3,112
535
$362K 0.01%
8,450
+2,521
536
$360K 0.01%
7,968
-25
537
$360K 0.01%
9,645
+400
538
$358K 0.01%
195
-44
539
$351K 0.01%
25,445
+19,160
540
$350K 0.01%
7,272
+39
541
$349K 0.01%
10,000
542
$345K 0.01%
4,908
+600
543
$343K 0.01%
5,233
-380
544
$343K 0.01%
6,873
+836
545
$342K 0.01%
43,055
+1,250
546
$341K 0.01%
12,800
-75
547
$341K 0.01%
29,000
+28,000
548
$340K 0.01%
30,800
549
$340K 0.01%
5,141
-521
550
$339K 0.01%
5,651
+59
20 21
22
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