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
1451
$55K ﹤0.01%
+604
1452
$55K ﹤0.01%
1,455
+350
1453
$55K ﹤0.01%
8,563
+820
1454
$55K ﹤0.01%
5,800
1455
$55K ﹤0.01%
4,376
-662
1456
$55K ﹤0.01%
8,450
-5,430
1457
$54K ﹤0.01%
2,774
+2,551
1458
$54K ﹤0.01%
+1,200
1459
$54K ﹤0.01%
1,577
-700
1460
$54K ﹤0.01%
+1,948
1461
$54K ﹤0.01%
2,011
-2,143
1462
$54K ﹤0.01%
5,000
1463
$54K ﹤0.01%
+1,753
1464
$54K ﹤0.01%
4,200
-3,600
1465
$54K ﹤0.01%
2,259
+2,156
1466
$54K ﹤0.01%
31,000
1467
$54K ﹤0.01%
1,832
1468
$53K ﹤0.01%
15,240
1469
$53K ﹤0.01%
4,188
+1,645
1470
$53K ﹤0.01%
879
-1,071
1471
$53K ﹤0.01%
1,161
+611
1472
$53K ﹤0.01%
1,597
-200
1473
$53K ﹤0.01%
4,248
-1,800
1474
$53K ﹤0.01%
6,678
+2,788
1475
$52K ﹤0.01%
868
-470
57 58
59
60 61