Creative Planning

Creative Planning Portfolio holdings

AUM $147B
1-Year Est. Return 18.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.77%
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
+$73.7M
2
+$53.9M
3
+$46M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$37.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$33.7M

Top Sells

1
+$10.3M
2
+$8.28M
3
+$6.77M
4
SLV icon
iShares Silver Trust
SLV
+$5.88M
5
BP icon
BP
BP
+$3.81M

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
1476
$52K ﹤0.01%
6,419
-623
1477
$52K ﹤0.01%
+5,616
1478
$52K ﹤0.01%
181
+100
1479
$52K ﹤0.01%
1,358
1480
$52K ﹤0.01%
5,800
1481
$52K ﹤0.01%
1,385
1482
$52K ﹤0.01%
868
-470
1483
$52K ﹤0.01%
1,844
+1,211
1484
$52K ﹤0.01%
3,600
+3,399
1485
$52K ﹤0.01%
1,020
1486
$52K ﹤0.01%
2,200
1487
$52K ﹤0.01%
1,193
1488
$51K ﹤0.01%
3,000
+1,000
1489
$51K ﹤0.01%
3,858
1490
$51K ﹤0.01%
146
1491
$51K ﹤0.01%
1,604
1492
$51K ﹤0.01%
2,705
-5,049
1493
$51K ﹤0.01%
910
+368
1494
$51K ﹤0.01%
4,129
+3,000
1495
$51K ﹤0.01%
1,939
+1,429
1496
$51K ﹤0.01%
1,726
+191
1497
$50K ﹤0.01%
5,825
+500
1498
$50K ﹤0.01%
1,164
+579
1499
$50K ﹤0.01%
1,000
1500
$50K ﹤0.01%
+36
58 59
60
61 62