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
876
$154K ﹤0.01%
3,265
+227
877
$154K ﹤0.01%
3,019
-270
878
$154K ﹤0.01%
+3,082
879
$153K ﹤0.01%
4,000
880
$153K ﹤0.01%
+76
881
$153K ﹤0.01%
1,182
-960
882
$153K ﹤0.01%
4,844
883
$153K ﹤0.01%
1,393
-273
884
$153K ﹤0.01%
6,070
+800
885
$153K ﹤0.01%
36,200
+35,650
886
$152K ﹤0.01%
4,137
+432
887
$152K ﹤0.01%
3,610
+808
888
$152K ﹤0.01%
2,726
-183
889
$151K ﹤0.01%
30,400
-2,000
890
$150K ﹤0.01%
6,500
891
$150K ﹤0.01%
3,515
+90
892
$150K ﹤0.01%
13,200
-3,291
893
$149K ﹤0.01%
3,188
+883
894
$149K ﹤0.01%
2,200
+1,150
895
$149K ﹤0.01%
2,166
-220
896
$149K ﹤0.01%
2,588
+448
897
$148K ﹤0.01%
1,991
+158
898
$148K ﹤0.01%
4,424
+639
899
$148K ﹤0.01%
3,311
-78
900
$147K ﹤0.01%
3,214
-212
34 35
36
37 38