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
1276
$77K ﹤0.01%
+2,536
1277
$77K ﹤0.01%
3,728
-20
1278
$77K ﹤0.01%
6,710
+5,500
1279
$76K ﹤0.01%
3,673
-484
1280
$76K ﹤0.01%
1,815
+765
1281
$76K ﹤0.01%
7,667
1282
$76K ﹤0.01%
2,162
1283
$76K ﹤0.01%
2,140
-700
1284
$76K ﹤0.01%
2,036
+1,625
1285
$76K ﹤0.01%
820
-144
1286
$76K ﹤0.01%
2,599
+502
1287
$75K ﹤0.01%
2,700
+2,400
1288
$75K ﹤0.01%
1,704
-493
1289
$75K ﹤0.01%
+10,574
1290
$75K ﹤0.01%
3,350
+2,150
1291
$75K ﹤0.01%
839
+739
1292
$75K ﹤0.01%
4,584
-3,120
1293
$75K ﹤0.01%
+7,607
1294
$75K ﹤0.01%
+1,000
1295
$75K ﹤0.01%
4
+3
1296
$75K ﹤0.01%
1,800
-141
1297
$74K ﹤0.01%
7,000
1298
$74K ﹤0.01%
4,600
-100
1299
$74K ﹤0.01%
2,514
+21
1300
$74K ﹤0.01%
7,658
50 51
52
53 54