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
901
$147K ﹤0.01%
2,894
+281
902
$146K ﹤0.01%
2,106
903
$146K ﹤0.01%
9,536
+1,062
904
$146K ﹤0.01%
3,465
-1,202
905
$146K ﹤0.01%
597
+150
906
$146K ﹤0.01%
5,224
+143
907
$146K ﹤0.01%
2,733
-200
908
$145K ﹤0.01%
14,334
-100
909
$145K ﹤0.01%
+6,100
910
$145K ﹤0.01%
3,183
+222
911
$144K ﹤0.01%
3,059
+2,700
912
$144K ﹤0.01%
3,002
913
$143K ﹤0.01%
5,215
914
$143K ﹤0.01%
2,972
-3,205
915
$142K ﹤0.01%
5,316
+1,454
916
$141K ﹤0.01%
6,366
917
$141K ﹤0.01%
3,795
-333
918
$141K ﹤0.01%
2,467
+1,180
919
$141K ﹤0.01%
3,237
+46
920
$141K ﹤0.01%
4,595
+1,465
921
$140K ﹤0.01%
15,509
+160
922
$140K ﹤0.01%
1,800
+300
923
$140K ﹤0.01%
1,702
+455
924
$140K ﹤0.01%
1,313
-271
925
$139K ﹤0.01%
2,458
-186
35 36
37
38 39