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
1526
$48K ﹤0.01%
676
+600
1527
$48K ﹤0.01%
1,125
1528
$48K ﹤0.01%
892
+632
1529
$48K ﹤0.01%
840
-130
1530
$48K ﹤0.01%
4,598
1531
$48K ﹤0.01%
2,529
-200
1532
$48K ﹤0.01%
1,000
1533
$48K ﹤0.01%
+10,164
1534
$48K ﹤0.01%
+835
1535
$48K ﹤0.01%
4,205
+720
1536
$48K ﹤0.01%
1,764
+1,145
1537
$48K ﹤0.01%
2,833
1538
$48K ﹤0.01%
6,400
+5,000
1539
$48K ﹤0.01%
711
+305
1540
$48K ﹤0.01%
550
1541
$48K ﹤0.01%
720
+80
1542
$48K ﹤0.01%
+1,555
1543
$47K ﹤0.01%
1,192
1544
$47K ﹤0.01%
1,109
1545
$47K ﹤0.01%
1,875
+1,500
1546
$47K ﹤0.01%
2,797
+723
1547
$47K ﹤0.01%
1,526
+326
1548
$47K ﹤0.01%
704
+346
1549
$47K ﹤0.01%
2,750
+300
1550
$47K ﹤0.01%
10,865
+2,365
60 61
62
63 64