Creative Planning

Creative Planning Portfolio holdings

AUM $147B
1-Year Est. Return 18.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.77%
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
+$73.7M
2
+$53.9M
3
+$46M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$37.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$33.7M

Top Sells

1
+$10.3M
2
+$8.28M
3
+$6.77M
4
SLV icon
iShares Silver Trust
SLV
+$5.88M
5
BP icon
BP
BP
+$3.81M

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
1226
$83K ﹤0.01%
1,150
+1,000
1227
$83K ﹤0.01%
4,613
1228
$83K ﹤0.01%
1,776
+548
1229
$82K ﹤0.01%
889
+22
1230
$82K ﹤0.01%
1,289
-282
1231
$82K ﹤0.01%
2,553
-1,407
1232
$82K ﹤0.01%
11,300
-2,900
1233
$82K ﹤0.01%
1,642
1234
$82K ﹤0.01%
304
-400
1235
$82K ﹤0.01%
2,153
-25
1236
$82K ﹤0.01%
+6,520
1237
$82K ﹤0.01%
2,435
+1,509
1238
$82K ﹤0.01%
2,238
+75
1239
$81K ﹤0.01%
2,702
-116
1240
$81K ﹤0.01%
797
-9
1241
$81K ﹤0.01%
6,899
-700
1242
$81K ﹤0.01%
4,050
+3,000
1243
$81K ﹤0.01%
3,378
+1,918
1244
$81K ﹤0.01%
2,023
+740
1245
$81K ﹤0.01%
1,674
-1,140
1246
$81K ﹤0.01%
2,153
+1,500
1247
$81K ﹤0.01%
2,165
+1,765
1248
$81K ﹤0.01%
964
+305
1249
$80K ﹤0.01%
6,030
1250
$80K ﹤0.01%
7,709
-2,805
48 49
50
51 52