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
1126
$98K ﹤0.01%
2,275
+647
1127
$98K ﹤0.01%
4,120
+3,030
1128
$98K ﹤0.01%
3,699
-700
1129
$98K ﹤0.01%
2,947
-96
1130
$98K ﹤0.01%
12,220
1131
$97K ﹤0.01%
2,052
1132
$97K ﹤0.01%
18,890
+1,000
1133
$96K ﹤0.01%
1,596
+100
1134
$96K ﹤0.01%
1,023
-121
1135
$96K ﹤0.01%
1,770
-2
1136
$96K ﹤0.01%
2,684
-160
1137
$96K ﹤0.01%
6,352
1138
$96K ﹤0.01%
5,704
+860
1139
$96K ﹤0.01%
6,174
-196
1140
$96K ﹤0.01%
833
+558
1141
$96K ﹤0.01%
+2,091
1142
$95K ﹤0.01%
2,112
1143
$95K ﹤0.01%
1,485
+684
1144
$95K ﹤0.01%
936
+513
1145
$95K ﹤0.01%
3,230
+1,336
1146
$95K ﹤0.01%
2,100
+1,768
1147
$94K ﹤0.01%
2,200
+200
1148
$94K ﹤0.01%
9,399
+799
1149
$94K ﹤0.01%
1,520
+400
1150
$94K ﹤0.01%
13,000
44 45
46
47 48