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
926
$139K ﹤0.01%
16,200
-3,650
927
$138K ﹤0.01%
2,161
+25
928
$138K ﹤0.01%
20,234
-3,845
929
$138K ﹤0.01%
14,910
-824
930
$138K ﹤0.01%
144
+2
931
$137K ﹤0.01%
10,864
+2,952
932
$137K ﹤0.01%
170
+22
933
$137K ﹤0.01%
6,740
-459
934
$137K ﹤0.01%
7,308
935
$136K ﹤0.01%
3,818
-259
936
$136K ﹤0.01%
2,325
+1,955
937
$136K ﹤0.01%
5,745
+3,330
938
$136K ﹤0.01%
12,207
+1,239
939
$136K ﹤0.01%
22,043
+12,043
940
$135K ﹤0.01%
+244
941
$135K ﹤0.01%
1,545
+591
942
$135K ﹤0.01%
12,612
-720
943
$135K ﹤0.01%
7,002
+296
944
$135K ﹤0.01%
3,843
-114
945
$134K ﹤0.01%
18,579
-1,363
946
$134K ﹤0.01%
2,810
-1,459
947
$134K ﹤0.01%
+4,362
948
$134K ﹤0.01%
8,594
+300
949
$134K ﹤0.01%
10,693
+523
950
$133K ﹤0.01%
+2,700
36 37
38
39 40