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
751
$207K ﹤0.01%
3,675
-702
752
$206K ﹤0.01%
15,000
+10,000
753
$206K ﹤0.01%
4,862
+2,134
754
$206K ﹤0.01%
2,791
+565
755
$206K ﹤0.01%
2,550
-10
756
$206K ﹤0.01%
6,150
-2,850
757
$205K ﹤0.01%
2,725
+2,150
758
$205K ﹤0.01%
+1,369
759
$204K ﹤0.01%
15,981
+350
760
$204K ﹤0.01%
60,149
+382
761
$203K ﹤0.01%
11,263
+4,117
762
$203K ﹤0.01%
4,379
-515
763
$202K ﹤0.01%
3,783
+890
764
$201K ﹤0.01%
2,972
+1,825
765
$201K ﹤0.01%
9,537
-819
766
$201K ﹤0.01%
4,857
+776
767
$201K ﹤0.01%
4,028
+272
768
$201K ﹤0.01%
+20,000
769
$200K ﹤0.01%
10,732
-407
770
$199K ﹤0.01%
4,292
+37
771
$199K ﹤0.01%
30,636
-17,159
772
$199K ﹤0.01%
5,148
+1,686
773
$199K ﹤0.01%
11,911
+1,220
774
$198K ﹤0.01%
16,313
+3,201
775
$198K ﹤0.01%
13,290
+165
29 30
31
32 33