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
1251
$80K ﹤0.01%
2,265
-126
1252
$80K ﹤0.01%
2,920
+829
1253
$80K ﹤0.01%
7,236
-800
1254
$80K ﹤0.01%
7,709
-2,805
1255
$79K ﹤0.01%
4,194
+1,430
1256
$79K ﹤0.01%
1,000
+600
1257
$79K ﹤0.01%
2,877
1258
$79K ﹤0.01%
816
-23
1259
$79K ﹤0.01%
2,204
-225
1260
$79K ﹤0.01%
13
+11
1261
$79K ﹤0.01%
3,744
+1,037
1262
$79K ﹤0.01%
927
+480
1263
$79K ﹤0.01%
4,855
+793
1264
$79K ﹤0.01%
496
+55
1265
$79K ﹤0.01%
+5,300
1266
$79K ﹤0.01%
2,775
+550
1267
$78K ﹤0.01%
2,575
-225
1268
$78K ﹤0.01%
1,730
+608
1269
$78K ﹤0.01%
992
-458
1270
$78K ﹤0.01%
1,020
+1,000
1271
$78K ﹤0.01%
3,172
+816
1272
$78K ﹤0.01%
2,537
+537
1273
$78K ﹤0.01%
9,545
+4,060
1274
$77K ﹤0.01%
2,001
-1,095
1275
$77K ﹤0.01%
281
+20
49 50
51
52 53