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
1301
$74K ﹤0.01%
2,600
-209
1302
$74K ﹤0.01%
1,881
+127
1303
$74K ﹤0.01%
3,725
1304
$73K ﹤0.01%
8,606
+965
1305
$73K ﹤0.01%
1,736
+1,443
1306
$73K ﹤0.01%
+12,576
1307
$73K ﹤0.01%
1,815
1308
$72K ﹤0.01%
2,000
1309
$72K ﹤0.01%
2,333
+1,000
1310
$72K ﹤0.01%
6,146
+2,800
1311
$72K ﹤0.01%
2,500
1312
$72K ﹤0.01%
1,819
1313
$71K ﹤0.01%
2,545
+2,200
1314
$71K ﹤0.01%
4,559
+838
1315
$71K ﹤0.01%
14,497
+216
1316
$71K ﹤0.01%
1,418
-162
1317
$71K ﹤0.01%
1,255
1318
$71K ﹤0.01%
3,877
+3,600
1319
$71K ﹤0.01%
+5,040
1320
$70K ﹤0.01%
2,030
+2,000
1321
$70K ﹤0.01%
3,767
+2,082
1322
$70K ﹤0.01%
10,250
+150
1323
$70K ﹤0.01%
+5,000
1324
$70K ﹤0.01%
+5,000
1325
$70K ﹤0.01%
1,196
51 52
53
54 55