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
551
$337K 0.01%
1,996
+327
552
$337K 0.01%
4,985
+97
553
$335K 0.01%
14,165
+1,292
554
$333K 0.01%
13,564
+30
555
$333K 0.01%
3,730
-331
556
$332K 0.01%
+9,900
557
$331K 0.01%
8,855
-2,213
558
$330K 0.01%
7,245
+57
559
$330K 0.01%
3,878
+1,131
560
$330K 0.01%
16,297
561
$329K 0.01%
6,492
-198
562
$329K 0.01%
10,140
+3,952
563
$329K 0.01%
11,034
+792
564
$328K 0.01%
3,141
+170
565
$328K 0.01%
3,926
+701
566
$328K 0.01%
10,506
+3,117
567
$327K 0.01%
104,214
+1,930
568
$327K 0.01%
54,681
+12,980
569
$325K 0.01%
13,768
+7,832
570
$325K 0.01%
6,060
+4,566
571
$323K 0.01%
+7,467
572
$322K 0.01%
34,120
+6,356
573
$321K 0.01%
4,653
+1,042
574
$320K 0.01%
3,243
+1,147
575
$320K 0.01%
5,140
+81
21 22
23
24 25