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
651
$272K 0.01%
4,984
+31
652
$271K 0.01%
45,000
653
$270K 0.01%
5,100
+1,485
654
$269K 0.01%
14,894
+361
655
$268K 0.01%
13,564
+1,289
656
$267K 0.01%
3,440
+1,973
657
$266K 0.01%
2,397
658
$266K 0.01%
3,737
+3,257
659
$265K 0.01%
12,936
+4,108
660
$265K 0.01%
16,118
+3,118
661
$264K 0.01%
59,780
+14,000
662
$263K 0.01%
6,982
663
$262K 0.01%
8,270
-15
664
$262K 0.01%
3,936
+1,970
665
$261K 0.01%
19,770
-25,734
666
$259K 0.01%
9,355
-1,702
667
$258K 0.01%
5,312
-159,761
668
$258K 0.01%
5,782
-798
669
$257K 0.01%
4,233
-825
670
$253K 0.01%
6,966
-813
671
$252K 0.01%
26,257
+5,400
672
$252K 0.01%
3,084
+100
673
$251K 0.01%
2,894
-20
674
$251K 0.01%
2,636
-3,876
675
$250K 0.01%
9,575
+73
25 26
27
28 29