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
576
$319K 0.01%
+4,013
577
$319K 0.01%
16,651
+11,227
578
$319K 0.01%
3,950
+1,144
579
$319K 0.01%
1,333
580
$318K 0.01%
6,590
-15
581
$316K 0.01%
25,480
+19,256
582
$316K 0.01%
10,575
-4,045
583
$315K 0.01%
25,100
+5,400
584
$314K 0.01%
9,085
+1,276
585
$314K 0.01%
4,743
+1,132
586
$314K 0.01%
6,837
+2,120
587
$310K 0.01%
+4,341
588
$308K 0.01%
10,772
-691
589
$307K 0.01%
14,596
590
$307K 0.01%
6,958
+1,832
591
$307K 0.01%
22,326
+19,686
592
$306K 0.01%
7,065
-1,235
593
$305K 0.01%
13,748
+1,590
594
$304K 0.01%
12,164
+5,636
595
$303K 0.01%
6,676
-52
596
$302K 0.01%
1,597
+491
597
$301K 0.01%
14,095
+2,100
598
$299K 0.01%
7,015
+161
599
$299K 0.01%
30,631
+9,635
600
$297K 0.01%
25,313
22 23
24
25 26