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
676
$249K ﹤0.01%
2,053
-137
677
$248K ﹤0.01%
5,934
+493
678
$247K ﹤0.01%
16,789
+5,408
679
$247K ﹤0.01%
21,015
+4,612
680
$246K ﹤0.01%
3,325
-200
681
$246K ﹤0.01%
5,900
+275
682
$245K ﹤0.01%
3,700
+3,400
683
$245K ﹤0.01%
8,095
+2,015
684
$243K ﹤0.01%
3,116
-3
685
$243K ﹤0.01%
9,902
+585
686
$243K ﹤0.01%
4,461
+3,346
687
$242K ﹤0.01%
5,765
688
$241K ﹤0.01%
7,632
+1,802
689
$241K ﹤0.01%
8,057
+4,270
690
$241K ﹤0.01%
1,935
+806
691
$240K ﹤0.01%
15,415
+65
692
$239K ﹤0.01%
5,446
693
$239K ﹤0.01%
6,141
-23
694
$239K ﹤0.01%
5,448
+1,119
695
$239K ﹤0.01%
4,345
+3,078
696
$238K ﹤0.01%
4,117
+222
697
$238K ﹤0.01%
8,800
+100
698
$237K ﹤0.01%
7,743
+294
699
$236K ﹤0.01%
8,903
+6,639
700
$236K ﹤0.01%
5,718
+2,814
26 27
28
29 30