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
1176
$90K ﹤0.01%
11,704
1177
$90K ﹤0.01%
4,665
+1,000
1178
$90K ﹤0.01%
3,839
+255
1179
$90K ﹤0.01%
4,092
+1,882
1180
$90K ﹤0.01%
2,687
-78
1181
$90K ﹤0.01%
1,533
+133
1182
$89K ﹤0.01%
720
+330
1183
$89K ﹤0.01%
22,222
+13,344
1184
$89K ﹤0.01%
4,464
+2,475
1185
$89K ﹤0.01%
3,870
+2,900
1186
$89K ﹤0.01%
1,308
+89
1187
$89K ﹤0.01%
+4,062
1188
$88K ﹤0.01%
+5,700
1189
$88K ﹤0.01%
15,000
1190
$88K ﹤0.01%
4,107
-150
1191
$88K ﹤0.01%
2,960
+800
1192
$88K ﹤0.01%
6,919
+125
1193
$88K ﹤0.01%
2,106
+874
1194
$87K ﹤0.01%
6,104
+5,003
1195
$87K ﹤0.01%
6,980
+2,900
1196
$87K ﹤0.01%
+1,964
1197
$87K ﹤0.01%
3,566
1198
$87K ﹤0.01%
5,371
-329
1199
$86K ﹤0.01%
5,559
+208
1200
$86K ﹤0.01%
6,000
-500
46 47
48
49 50