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
1051
$112K ﹤0.01%
1,450
-2,125
1052
$112K ﹤0.01%
5,783
1053
$111K ﹤0.01%
8,506
+7,500
1054
$111K ﹤0.01%
44,352
-192
1055
$111K ﹤0.01%
1,004
+578
1056
$111K ﹤0.01%
1,745
-1,812
1057
$111K ﹤0.01%
1,660
+260
1058
$111K ﹤0.01%
1,925
+261
1059
$111K ﹤0.01%
13,816
+1,287
1060
$110K ﹤0.01%
5,801
+707
1061
$110K ﹤0.01%
2,814
1062
$110K ﹤0.01%
36,169
-8,119
1063
$110K ﹤0.01%
3,696
1064
$110K ﹤0.01%
2,905
-140
1065
$110K ﹤0.01%
4,088
-3,244
1066
$110K ﹤0.01%
408
+85
1067
$110K ﹤0.01%
2,185
+985
1068
$110K ﹤0.01%
1,829
+163
1069
$109K ﹤0.01%
3,153
1070
$109K ﹤0.01%
6,593
-1,902
1071
$108K ﹤0.01%
10,000
+9,000
1072
$108K ﹤0.01%
2,970
+1,080
1073
$108K ﹤0.01%
1,649
1074
$107K ﹤0.01%
1,518
1075
$107K ﹤0.01%
6,440
+226
41 42
43
44 45