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
1426
$58K ﹤0.01%
2,000
-75
1427
$58K ﹤0.01%
1,788
+1,750
1428
$58K ﹤0.01%
715
1429
$58K ﹤0.01%
1,800
-199
1430
$58K ﹤0.01%
+1,000
1431
$58K ﹤0.01%
1,521
-2,490
1432
$57K ﹤0.01%
3,200
1433
$57K ﹤0.01%
5,439
+4,740
1434
$57K ﹤0.01%
1,744
-1,170
1435
$57K ﹤0.01%
28,179
+15,300
1436
$57K ﹤0.01%
+2,323
1437
$57K ﹤0.01%
2,625
+475
1438
$57K ﹤0.01%
50,200
+50,000
1439
$56K ﹤0.01%
2,300
1440
$56K ﹤0.01%
480
1441
$56K ﹤0.01%
+4,400
1442
$56K ﹤0.01%
1,467
+454
1443
$56K ﹤0.01%
1,827
-100
1444
$56K ﹤0.01%
2,198
+825
1445
$56K ﹤0.01%
1,990
+813
1446
$56K ﹤0.01%
2,500
+2,208
1447
$56K ﹤0.01%
2,053
1448
$56K ﹤0.01%
1,150
+131
1449
$55K ﹤0.01%
560
-13
1450
$55K ﹤0.01%
1,680
+880
56 57
58
59 60