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
1401
$60K ﹤0.01%
1,722
1402
$60K ﹤0.01%
1,326
-70
1403
$60K ﹤0.01%
2,485
+1,480
1404
$60K ﹤0.01%
806
1405
$60K ﹤0.01%
13,000
1406
$60K ﹤0.01%
955
-300
1407
$60K ﹤0.01%
6,581
+3,244
1408
$60K ﹤0.01%
1,913
+1,700
1409
$59K ﹤0.01%
1,626
+800
1410
$59K ﹤0.01%
985
1411
$59K ﹤0.01%
3,300
-900
1412
$59K ﹤0.01%
601
1413
$59K ﹤0.01%
4,650
-1,270
1414
$59K ﹤0.01%
3,072
-420
1415
$59K ﹤0.01%
3,176
-700
1416
$59K ﹤0.01%
3,500
1417
$59K ﹤0.01%
3,449
+803
1418
$59K ﹤0.01%
9,500
+3,000
1419
$59K ﹤0.01%
+17,225
1420
$58K ﹤0.01%
1,167
-100
1421
$58K ﹤0.01%
1,397
-1,587
1422
$58K ﹤0.01%
1,938
-219
1423
$58K ﹤0.01%
1,171
1424
$58K ﹤0.01%
2,811
1425
$58K ﹤0.01%
965
+387
55 56
57
58 59