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
1101
$103K ﹤0.01%
12,000
+3,200
1102
$103K ﹤0.01%
1,275
-100
1103
$103K ﹤0.01%
11,767
1104
$103K ﹤0.01%
5,200
+5,000
1105
$102K ﹤0.01%
7,930
-270
1106
$102K ﹤0.01%
10,305
1107
$102K ﹤0.01%
9,948
+470
1108
$102K ﹤0.01%
5,289
+4,685
1109
$102K ﹤0.01%
2,980
+2,555
1110
$101K ﹤0.01%
3,840
-20
1111
$101K ﹤0.01%
1,405
+709
1112
$100K ﹤0.01%
2,433
+1,714
1113
$100K ﹤0.01%
7,034
+300
1114
$100K ﹤0.01%
3,825
1115
$100K ﹤0.01%
2,689
+1,365
1116
$100K ﹤0.01%
5,131
+2,650
1117
$100K ﹤0.01%
1,160
+160
1118
$100K ﹤0.01%
21,130
+5,100
1119
$100K ﹤0.01%
3,700
-18
1120
$100K ﹤0.01%
5,000
1121
$100K ﹤0.01%
6,860
+2,310
1122
$99K ﹤0.01%
3,495
+622
1123
$99K ﹤0.01%
1,687
1124
$99K ﹤0.01%
588
+134
1125
$99K ﹤0.01%
452
+100
43 44
45
46 47