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
126
$2.63M 0.05%
79,305
+2,520
127
$2.54M 0.05%
84,664
+2,418
128
$2.53M 0.05%
32,926
+32,085
129
$2.44M 0.05%
15,689
-2,192
130
$2.36M 0.05%
41,640
+5,980
131
$2.35M 0.05%
38,065
+6,988
132
$2.31M 0.05%
33,162
+9,250
133
$2.31M 0.05%
38,868
+3,154
134
$2.29M 0.05%
33,695
+7,222
135
$2.29M 0.05%
36,433
-4,637
136
$2.15M 0.04%
68,573
+1,652
137
$2.15M 0.04%
64,125
138
$2.14M 0.04%
70,170
+5,370
139
$2.12M 0.04%
45,707
+2,240
140
$2.1M 0.04%
32,021
+5,930
141
$2.06M 0.04%
32,924
+7,215
142
$2.06M 0.04%
25,964
+2,848
143
$2.05M 0.04%
19,262
+422
144
$2.05M 0.04%
90,697
+5,145
145
$2.04M 0.04%
56,676
+3,300
146
$2.04M 0.04%
43,635
+6,499
147
$2.01M 0.04%
65,230
-11,630
148
$2.01M 0.04%
23,309
+4,082
149
$2M 0.04%
34,506
+1,702
150
$1.98M 0.04%
39,819
+29,714
4 5
6
7 8