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
1201
$86K ﹤0.01%
1,480
1202
$86K ﹤0.01%
799
+17
1203
$86K ﹤0.01%
1,475
+1,400
1204
$86K ﹤0.01%
+2,103
1205
$86K ﹤0.01%
2,948
1206
$86K ﹤0.01%
905
+50
1207
$86K ﹤0.01%
7,800
1208
$86K ﹤0.01%
1,346
+100
1209
$86K ﹤0.01%
5,481
-2,412
1210
$85K ﹤0.01%
1,760
1211
$85K ﹤0.01%
2,291
+120
1212
$85K ﹤0.01%
2,856
+1,724
1213
$85K ﹤0.01%
1,990
+790
1214
$84K ﹤0.01%
11,422
1215
$84K ﹤0.01%
1,525
1216
$84K ﹤0.01%
3,464
+163
1217
$84K ﹤0.01%
3,252
+25
1218
$84K ﹤0.01%
2,937
-135
1219
$83K ﹤0.01%
+1,250
1220
$83K ﹤0.01%
3,251
1221
$83K ﹤0.01%
4,613
1222
$83K ﹤0.01%
1,776
+548
1223
$83K ﹤0.01%
1,400
-202
1224
$83K ﹤0.01%
957
+202
1225
$83K ﹤0.01%
1,650
-1,500
47 48
49
50 51