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
101
$3.41M 0.07%
116,886
+20,808
102
$3.38M 0.07%
69,790
+7,029
103
$3.36M 0.07%
26,234
-18,980
104
$3.36M 0.07%
44,883
-6,329
105
$3.27M 0.06%
106,884
+18,340
106
$3.08M 0.06%
44,097
+4,208
107
$3.06M 0.06%
98,660
+15,102
108
$3.05M 0.06%
30,559
+2,985
109
$3.02M 0.06%
48,043
+2,388
110
$2.95M 0.06%
115,794
-25,357
111
$2.92M 0.06%
186,780
+68,660
112
$2.9M 0.06%
32,841
+2,488
113
$2.9M 0.06%
62,087
-1,395
114
$2.86M 0.06%
126,684
+43,516
115
$2.84M 0.06%
51,114
+10,297
116
$2.8M 0.06%
240,235
+96,485
117
$2.8M 0.06%
52,066
+662
118
$2.75M 0.05%
30,727
+6,405
119
$2.71M 0.05%
53,920
-5,493
120
$2.7M 0.05%
32,350
+232
121
$2.69M 0.05%
206,942
+1,500
122
$2.68M 0.05%
53,241
+4,332
123
$2.66M 0.05%
23,099
+7,948
124
$2.65M 0.05%
55,553
+9,757
125
$2.64M 0.05%
68,510
+25,176
3 4
5
6 7