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
851
$162K ﹤0.01%
5,790
+1,610
852
$162K ﹤0.01%
3,407
+2,608
853
$162K ﹤0.01%
5,081
+1,270
854
$162K ﹤0.01%
5,285
+2,545
855
$161K ﹤0.01%
13,274
+1,469
856
$161K ﹤0.01%
37,400
+9,725
857
$161K ﹤0.01%
2,221
+54
858
$161K ﹤0.01%
1,693
-436
859
$160K ﹤0.01%
9,144
-3,200
860
$160K ﹤0.01%
3,259
+259
861
$160K ﹤0.01%
+5,000
862
$160K ﹤0.01%
12,584
863
$160K ﹤0.01%
51,032
864
$158K ﹤0.01%
12,808
+10,800
865
$158K ﹤0.01%
34,500
+18,864
866
$158K ﹤0.01%
1,264
+104
867
$157K ﹤0.01%
2,183
+493
868
$157K ﹤0.01%
6,988
+73
869
$156K ﹤0.01%
1,587
+81
870
$156K ﹤0.01%
3,023
+405
871
$156K ﹤0.01%
32,332
872
$155K ﹤0.01%
3,194
+2,779
873
$155K ﹤0.01%
5,505
+4,200
874
$154K ﹤0.01%
2,857
875
$154K ﹤0.01%
4,730
-1,771
33 34
35
36 37