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
1501
$50K ﹤0.01%
2,300
+800
1502
$50K ﹤0.01%
1,164
+579
1503
$50K ﹤0.01%
1,000
1504
$50K ﹤0.01%
+36
1505
$50K ﹤0.01%
537
+45
1506
$50K ﹤0.01%
+3,800
1507
$50K ﹤0.01%
+4,000
1508
$50K ﹤0.01%
2,148
-2,000
1509
$49K ﹤0.01%
2,190
+700
1510
$49K ﹤0.01%
524
+201
1511
$49K ﹤0.01%
+2,001
1512
$49K ﹤0.01%
779
+68
1513
$49K ﹤0.01%
5,200
1514
$49K ﹤0.01%
53
+8
1515
$49K ﹤0.01%
600
+100
1516
$49K ﹤0.01%
2,813
1517
$49K ﹤0.01%
3,630
-650
1518
$49K ﹤0.01%
1,278
+828
1519
$49K ﹤0.01%
506
+212
1520
$49K ﹤0.01%
3,937
1521
$49K ﹤0.01%
3,480
+1,895
1522
$49K ﹤0.01%
+3,638
1523
$49K ﹤0.01%
5,210
+2,335
1524
$48K ﹤0.01%
1,000
1525
$48K ﹤0.01%
3,512
+3,500
59 60
61
62 63