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
826
$172K ﹤0.01%
6,812
+3,895
827
$172K ﹤0.01%
6,460
+2,974
828
$172K ﹤0.01%
4,490
+690
829
– –
0
830
$171K ﹤0.01%
3,455
-2,178
831
$170K ﹤0.01%
2,731
+52
832
$170K ﹤0.01%
+12,000
833
$170K ﹤0.01%
20,060
+8,854
834
$170K ﹤0.01%
6,653
+2,500
835
$169K ﹤0.01%
7,322
+174
836
$169K ﹤0.01%
28,804
+3,083
837
$168K ﹤0.01%
16,164
+10,250
838
$168K ﹤0.01%
5,376
+1,788
839
$167K ﹤0.01%
3,174
+1,290
840
$167K ﹤0.01%
1,689
+1,033
841
$166K ﹤0.01%
1,082
+169
842
$165K ﹤0.01%
5,600
+5,200
843
$165K ﹤0.01%
2,532
+1,963
844
$165K ﹤0.01%
2,837
+1,310
845
$164K ﹤0.01%
10,532
+6,268
846
$164K ﹤0.01%
3,330
+3,230
847
$164K ﹤0.01%
7,243
-2,330
848
$164K ﹤0.01%
2,957
+619
849
$164K ﹤0.01%
2,522
+454
850
$163K ﹤0.01%
15,313
+106
32 33
34
35 36