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
1226
$83K ﹤0.01%
6,323
+1,000
1227
$83K ﹤0.01%
5,629
+246
1228
$83K ﹤0.01%
1,150
+1,000
1229
$82K ﹤0.01%
889
+22
1230
$82K ﹤0.01%
1,642
1231
$82K ﹤0.01%
304
-400
1232
$82K ﹤0.01%
2,153
-25
1233
$82K ﹤0.01%
1,289
-282
1234
$82K ﹤0.01%
+6,520
1235
$82K ﹤0.01%
2,435
+1,509
1236
$82K ﹤0.01%
2,238
+75
1237
$82K ﹤0.01%
2,553
-1,407
1238
$82K ﹤0.01%
11,300
-2,900
1239
$81K ﹤0.01%
2,702
-116
1240
$81K ﹤0.01%
2,023
+740
1241
$81K ﹤0.01%
1,674
-1,140
1242
$81K ﹤0.01%
2,153
+1,500
1243
$81K ﹤0.01%
797
-9
1244
$81K ﹤0.01%
2,165
+1,765
1245
$81K ﹤0.01%
6,899
-700
1246
$81K ﹤0.01%
4,050
+3,000
1247
$81K ﹤0.01%
3,378
+1,918
1248
$81K ﹤0.01%
964
+305
1249
$80K ﹤0.01%
1,300
-360
1250
$80K ﹤0.01%
6,030
48 49
50
51 52