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
1326
$70K ﹤0.01%
+5,000
1327
$70K ﹤0.01%
+5,000
1328
$70K ﹤0.01%
1,196
1329
$70K ﹤0.01%
315
1330
$69K ﹤0.01%
2,634
1331
$69K ﹤0.01%
377
+168
1332
$69K ﹤0.01%
5,151
+1,183
1333
$69K ﹤0.01%
3,435
+2,359
1334
$69K ﹤0.01%
3,111
-125
1335
$69K ﹤0.01%
4,000
1336
$69K ﹤0.01%
1,774
-220
1337
$69K ﹤0.01%
2,000
1338
$68K ﹤0.01%
2,100
1339
$68K ﹤0.01%
+1,351
1340
$68K ﹤0.01%
1,609
1341
$68K ﹤0.01%
18,800
-6,200
1342
$67K ﹤0.01%
+1,470
1343
$67K ﹤0.01%
2,423
1344
$67K ﹤0.01%
2,160
1345
$67K ﹤0.01%
4,436
+738
1346
$67K ﹤0.01%
3,412
-1,491
1347
$67K ﹤0.01%
586
1348
$67K ﹤0.01%
1,543
+209
1349
$67K ﹤0.01%
17,800
1350
$67K ﹤0.01%
11,810
-4,950
52 53
54
55 56