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
1376
$63K ﹤0.01%
929
-107
1377
$63K ﹤0.01%
6,996
1378
$63K ﹤0.01%
12,449
-5,927
1379
$63K ﹤0.01%
1,650
1380
$63K ﹤0.01%
893
-182
1381
$63K ﹤0.01%
3,800
-1,515
1382
$63K ﹤0.01%
1,700
1383
$63K ﹤0.01%
4,778
+852
1384
$63K ﹤0.01%
12,368
+3,466
1385
$63K ﹤0.01%
1,157
-287
1386
$63K ﹤0.01%
2,695
1387
$62K ﹤0.01%
1,102
-2,401
1388
$62K ﹤0.01%
4,150
-811
1389
$62K ﹤0.01%
1,379
1390
$61K ﹤0.01%
4,296
+1,800
1391
$61K ﹤0.01%
4,910
-525
1392
$61K ﹤0.01%
1,404
-350
1393
$61K ﹤0.01%
1,117
1394
$61K ﹤0.01%
+2,000
1395
$61K ﹤0.01%
1,095
+3
1396
$61K ﹤0.01%
31,814
+27,314
1397
$61K ﹤0.01%
2,712
+2,362
1398
$60K ﹤0.01%
15,739
-5,109
1399
$60K ﹤0.01%
2,795
+845
1400
$60K ﹤0.01%
577
54 55
56
57 58