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
951
$133K ﹤0.01%
11,350
+2,579
952
$133K ﹤0.01%
5,753
+1,402
953
$133K ﹤0.01%
1,001
+301
954
$133K ﹤0.01%
196
+150
955
$132K ﹤0.01%
8,364
-1,307
956
$132K ﹤0.01%
1,836
-12
957
$132K ﹤0.01%
44,927
+1,500
958
$132K ﹤0.01%
3,505
+536
959
$131K ﹤0.01%
6,580
+2,279
960
$131K ﹤0.01%
6,532
961
$131K ﹤0.01%
4,251
+101
962
$131K ﹤0.01%
3,053
+1,590
963
$130K ﹤0.01%
2,579
-610
964
$130K ﹤0.01%
1,800
-11,434
965
$130K ﹤0.01%
2,307
+337
966
$130K ﹤0.01%
1,686
-60
967
$129K ﹤0.01%
10,972
+320
968
$129K ﹤0.01%
9,284
+884
969
$129K ﹤0.01%
5,574
+3,220
970
$128K ﹤0.01%
10,277
+4,312
971
$128K ﹤0.01%
1,292
+123
972
$128K ﹤0.01%
4,811
+197
973
$128K ﹤0.01%
2,538
+1,233
974
$126K ﹤0.01%
1,515
-119
975
$126K ﹤0.01%
6,125
-24,473
37 38
39
40 41