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
776
$198K ﹤0.01%
160
+150
777
$197K ﹤0.01%
7,640
-3,176
778
$197K ﹤0.01%
4,110
+978
779
$196K ﹤0.01%
11,357
-1,453
780
$196K ﹤0.01%
4,390
+1,075
781
$196K ﹤0.01%
4,756
+3,722
782
$196K ﹤0.01%
3,804
+2,834
783
$195K ﹤0.01%
9,614
+4,800
784
$194K ﹤0.01%
4,221
-695
785
$193K ﹤0.01%
3,959
+850
786
$193K ﹤0.01%
5,283
787
$193K ﹤0.01%
7,772
+3,198
788
$193K ﹤0.01%
4,038
-132
789
$192K ﹤0.01%
2,708
-294
790
$192K ﹤0.01%
5,925
+275
791
$191K ﹤0.01%
9,024
792
$191K ﹤0.01%
9,125
-300
793
$191K ﹤0.01%
11,780
+1,075
794
$191K ﹤0.01%
3,617
+1,051
795
$189K ﹤0.01%
3,922
+248
796
$189K ﹤0.01%
484,600
+134,840
797
$188K ﹤0.01%
837
+65
798
$188K ﹤0.01%
4,356
+201
799
$187K ﹤0.01%
8,260
+5,228
800
$186K ﹤0.01%
9,838
30 31
32
33 34