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
626
$283K 0.01%
4,708
+2,280
627
$282K 0.01%
7,555
+3,704
628
$282K 0.01%
24,375
-11,422
629
$282K 0.01%
9,400
630
$282K 0.01%
125,500
+123,500
631
$282K 0.01%
3,699
+1,804
632
$281K 0.01%
6,985
-1,536
633
$281K 0.01%
65,250
-2,000
634
$280K 0.01%
16,359
-310
635
$280K 0.01%
5,704
+3,528
636
$280K 0.01%
4,607
+332
637
$278K 0.01%
2,005
+375
638
$278K 0.01%
7,172
+15
639
$277K 0.01%
6,625
+2,323
640
$277K 0.01%
39,335
+3,703
641
$276K 0.01%
7,070
+1,650
642
$275K 0.01%
20,550
+1,800
643
$275K 0.01%
7,183
+1,985
644
$274K 0.01%
4,104
-149
645
$274K 0.01%
4,801
+785
646
$274K 0.01%
33,162
+14,599
647
$274K 0.01%
5,626
-2,685
648
$274K 0.01%
5,283
-337
649
$273K 0.01%
1,700
+710
650
$272K 0.01%
11,340
+661
24 25
26
27 28