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
1351
$66K ﹤0.01%
+1,400
1352
$66K ﹤0.01%
1,511
-417
1353
$66K ﹤0.01%
2,750
+15
1354
$66K ﹤0.01%
1,228
+629
1355
$66K ﹤0.01%
4,232
+1,172
1356
$66K ﹤0.01%
6,233
1357
$66K ﹤0.01%
+4,100
1358
$66K ﹤0.01%
2,412
-936
1359
$66K ﹤0.01%
1,070
-6,265
1360
$66K ﹤0.01%
1,550
+550
1361
$66K ﹤0.01%
18,500
+16,500
1362
$65K ﹤0.01%
3,600
1363
$65K ﹤0.01%
6,768
+2,240
1364
$65K ﹤0.01%
2,567
1365
$65K ﹤0.01%
2,387
+1,887
1366
$65K ﹤0.01%
6,189
-73,601
1367
$65K ﹤0.01%
5,560
+500
1368
$64K ﹤0.01%
9,575
+5,740
1369
$64K ﹤0.01%
7,174
+2,787
1370
$64K ﹤0.01%
2,322
-216
1371
$63K ﹤0.01%
2,300
+2,000
1372
$63K ﹤0.01%
985
+633
1373
$63K ﹤0.01%
4,176
-1,774
1374
$63K ﹤0.01%
2,000
+1,100
1375
$63K ﹤0.01%
1,622
+1,370
53 54
55
56 57