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
51
$10.9M 0.22%
113,252
+5,514
52
$10.9M 0.22%
224,454
+189,624
53
$10.8M 0.21%
148,001
+57,754
54
$10.7M 0.21%
216,470
+71,570
55
$10.3M 0.2%
220,926
+23,493
56
$9.73M 0.19%
419,736
+141,699
57
$9.51M 0.19%
273,432
-44
58
$9.29M 0.18%
106,046
-1,077
59
$9.16M 0.18%
121,134
+13,361
60
$8.98M 0.18%
112,998
+12,183
61
$8.79M 0.17%
356,424
+88,869
62
$8.75M 0.17%
136,207
+6,152
63
$8.65M 0.17%
99,935
+7,342
64
$8.42M 0.17%
160,283
-138,993
65
$8.1M 0.16%
178,390
+11,227
66
$7.71M 0.15%
456,732
+69,723
67
$7.56M 0.15%
346,373
+108,766
68
$7.53M 0.15%
70,199
+9,976
69
$7.45M 0.15%
112,219
-7,479
70
$7.23M 0.14%
210,495
+17,232
71
$7.23M 0.14%
71,277
+20,571
72
$7.22M 0.14%
139,686
+12,866
73
$7M 0.14%
92,304
+10,482
74
$6.2M 0.12%
449,592
+48,067
75
$6.18M 0.12%
91,861
+8,353
1 2
3
4 5