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
601
$297K 0.01%
26,082
-1,394
602
$295K 0.01%
8,924
+5,021
603
$295K 0.01%
4,558
-1,194
604
$294K 0.01%
16,250
+5,711
605
$294K 0.01%
39,650
+1,925
606
$294K 0.01%
11,992
-2,730
607
$294K 0.01%
2,840
+438
608
$294K 0.01%
5,062
+2,408
609
$293K 0.01%
5,418
+1,008
610
$293K 0.01%
25,030
-2,000
611
$292K 0.01%
5,838
+796
612
$290K 0.01%
7,127
613
$290K 0.01%
6,908
+1,853
614
$289K 0.01%
+15,300
615
$289K 0.01%
10,288
-2,533
616
$289K 0.01%
20,848
+5,848
617
$288K 0.01%
985
+897
618
$288K 0.01%
14,059
+2,934
619
$287K 0.01%
3,155
+563
620
$286K 0.01%
5,905
+139
621
$285K 0.01%
18,969
+3,248
622
$285K 0.01%
3,830
623
$285K 0.01%
2,268
-723
624
$284K 0.01%
4,521
+2,000
625
$283K 0.01%
20,800
-1,800
23 24
25
26 27