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
1076
$107K ﹤0.01%
2,100
1077
$106K ﹤0.01%
+37,538
1078
$106K ﹤0.01%
2,120
+120
1079
$106K ﹤0.01%
3,088
+1,900
1080
$106K ﹤0.01%
11,165
-2,400
1081
$106K ﹤0.01%
1,305
+193
1082
$106K ﹤0.01%
5,046
1083
$105K ﹤0.01%
2,280
+1,293
1084
$105K ﹤0.01%
3,451
+350
1085
$105K ﹤0.01%
9,783
+153
1086
$105K ﹤0.01%
4,587
-300
1087
$105K ﹤0.01%
21,179
+1,145
1088
$104K ﹤0.01%
2,475
+890
1089
$104K ﹤0.01%
8,631
-194
1090
$104K ﹤0.01%
2,708
1091
$104K ﹤0.01%
931
-18,816
1092
$104K ﹤0.01%
9,973
+2,136
1093
$104K ﹤0.01%
2,083
+287
1094
$104K ﹤0.01%
19,278
+5,969
1095
$104K ﹤0.01%
6,720
+2,820
1096
$103K ﹤0.01%
5,500
1097
$103K ﹤0.01%
7,865
+4,080
1098
$103K ﹤0.01%
6,778
-200
1099
$103K ﹤0.01%
1,737
+429
1100
$103K ﹤0.01%
3,392
+177
42 43
44
45 46