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
976
$126K ﹤0.01%
15,956
-400
977
$126K ﹤0.01%
428
+25
978
$125K ﹤0.01%
5,616
-5,300
979
$125K ﹤0.01%
7,074
+43
980
$125K ﹤0.01%
5,726
+108
981
$125K ﹤0.01%
4,500
982
$125K ﹤0.01%
2,708
-697
983
$124K ﹤0.01%
7,986
+1,646
984
$124K ﹤0.01%
37,862
+2,511
985
$124K ﹤0.01%
2,199
986
$124K ﹤0.01%
3,409
+197
987
$124K ﹤0.01%
3,350
+227
988
$124K ﹤0.01%
10,000
989
$123K ﹤0.01%
1,946
990
$123K ﹤0.01%
2,823
991
$123K ﹤0.01%
2,796
992
$123K ﹤0.01%
12,723
993
$122K ﹤0.01%
2,265
+2,218
994
$122K ﹤0.01%
5,200
-280
995
$122K ﹤0.01%
4,682
+436
996
$122K ﹤0.01%
4,437
+1,296
997
$122K ﹤0.01%
21,270
+1,428
998
$122K ﹤0.01%
130
+109
999
$121K ﹤0.01%
3,294
+72
1000
$121K ﹤0.01%
5,438
38 39
40
41 42