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
701
$235K ﹤0.01%
5,699
702
$234K ﹤0.01%
5,445
+150
703
$234K ﹤0.01%
12,715
+7,719
704
$233K ﹤0.01%
10,380
-1,136
705
$233K ﹤0.01%
901
+550
706
$230K ﹤0.01%
2,421
+800
707
$230K ﹤0.01%
19,065
+16,065
708
$230K ﹤0.01%
12,366
-243
709
$229K ﹤0.01%
9,386
+1,748
710
$229K ﹤0.01%
42,564
+17,300
711
$228K ﹤0.01%
8,772
+4,618
712
$227K ﹤0.01%
7,179
+1,650
713
$226K ﹤0.01%
535
714
$226K ﹤0.01%
3,693
-245
715
$226K ﹤0.01%
934
+62
716
$225K ﹤0.01%
2,350
+2,000
717
$224K ﹤0.01%
2,949
+2,500
718
$223K ﹤0.01%
5,219
+352
719
$222K ﹤0.01%
1,164
+546
720
$221K ﹤0.01%
41,696
-48
721
$221K ﹤0.01%
9,545
+4,488
722
$221K ﹤0.01%
16,080
-8,857
723
$220K ﹤0.01%
538
724
$219K ﹤0.01%
15,450
+1,800
725
$219K ﹤0.01%
4,634
-1,250
27 28
29
30 31