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
801
$185K ﹤0.01%
6,502
802
$183K ﹤0.01%
11,223
+3,025
803
$183K ﹤0.01%
7,739
-185
804
$182K ﹤0.01%
5,582
+1,891
805
$182K ﹤0.01%
7,352
+260
806
$182K ﹤0.01%
3,199
+175
807
$182K ﹤0.01%
4,038
+4,032
808
$181K ﹤0.01%
5,292
809
$181K ﹤0.01%
8,039
-500
810
$181K ﹤0.01%
4,052
+1,833
811
$180K ﹤0.01%
7,626
+3,664
812
$180K ﹤0.01%
2,312
+300
813
$179K ﹤0.01%
15,000
+10,000
814
$179K ﹤0.01%
8,263
+2,147
815
$178K ﹤0.01%
880
-35
816
$178K ﹤0.01%
23,610
+8,815
817
$178K ﹤0.01%
+8,003
818
$177K ﹤0.01%
1,610
+1,142
819
$177K ﹤0.01%
45,000
+1,000
820
$176K ﹤0.01%
17,500
+5,000
821
$176K ﹤0.01%
1,800
+1,000
822
$176K ﹤0.01%
4,326
-376
823
$175K ﹤0.01%
16,583
+12,824
824
$173K ﹤0.01%
6,573
825
$173K ﹤0.01%
3,161
-517
31 32
33
34 35